TrustRadius: an HG Insights company

What is DocVaz?

A click-and-configure utility to link documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object.

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Categories & Use Cases

Media

Screenshot of Smart Connect with your Documents
Screenshot of Categorize your Documents
Screenshot of Label your Documents
Screenshot of Document Workflow, Tagging and Hashtag enabled
Screenshot of Hashtag your Documents
Screenshot of Label your Documents
Screenshot of Define Criteria on Document upload
Screenshot of Restrict file types on Upload
Screenshot of Automate Field updates
Screenshot of Tag multiple Objects

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Screenshot of Smart Connect with your Documents