Document management in Salesforce: d.velop helps with automation and AI

On these pages, a lot has been written about document generation, workflows and collaboration – and for a reason. But when it comes to managing the lifecycle of all these documents: how can one enhance it further for Salesforce users? And ensure everything will get as cost-effective, robust and secure as it could? 

After all, once the documents have been generated, the files have to be stored ensuring full GDPR compliance and a robust audit trail. Also, they must be made available to all the appropriate user groups, who may well be working with other systems like an ERP. 

And there will need to be control the mechanisms in place, to ensure that expiries and renewals are properly tracked – and not left just for the document manager to remember.

Dynamic duo: d.velop & Documill  

d.velop is a top-of-the-line document management system (as regards the quality, not the cost of ownership or price). With advanced workflows of its own, it pairs with Documill without glitches. d.velop has natively integrated components that will take care of all document management procedures for you. Files generated and stored are clearly visible in your Salesforce. They can be uploaded automatically to your workflow by standardized Salesforce Flow -modules.  

This complements Documill‘s “All in Salesforce” philosophy for a great user experience. All document management features of d.velop can be accessed right within Salesforce, which helps you run your business processes smoothly. 

Proven process for better business 

When deployed together, these two solutions together give you a lot in return. You will have better control over your document processes. Your document practices become systematic, saving you from a lot of headaches. Quality, security and compliance will be improved. 

At the end of the day, you will find you have saved a great deal of time, money and effort. 

A dynamic duo, right?