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What is DocVaz?

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.


Click-to-configure document processes

How DocVaz adds value

Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents.

When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have massive number of documents.

DocVaz is designed to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a variety of real-time business cases for accessing documents within Salesforce.

Categories & Use Cases

Videos

Screenshots

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

Technical Details

Technical Details
Deployment TypesOn-Premise, SaaS
Operating SystemsSalesforce
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

FAQs

What are DocVaz's top competitors?
DealHub.io are common alternatives for DocVaz.