# Use-Cases - Document AI - Document Approval Workflows - Document Signature Checking

> Turn any extracted value into a perfectly created or updated Salesforce record - across objects, relationships, and rollups - without code.

## Smart document classification using AI

CloudFiles Document AI uses natural language understanding to classify files like Passports, Licenses, and Invoices — keeping your records clean, organized, and automation-ready.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-use-cases-document-classification-hero)

*Loved and trusted by leading companies*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

## Every unclassified document breaks your workflow.
CloudFiles Document AI classifies every file instantly, so your Salesforce records stay structured from the moment a file lands.

- **70%** — less time spent organizing uploads
- **3x faster** — onboarding workflows
- **0 manual effort** — for naming or categorization

## Your Automation, One Flow Away
With CloudFiles Document AI + Salesforce Flow, file classification becomes an automated part of your document intake process.

## See how it works step by step

### Step 1. Upload and Trigger AI

Step 1. Upload and Trigger AI

When a document is uploaded to Salesforce or an external storage, Flow 1 triggers automatically, sending the file to CloudFiles Document AI for processing.

- Scanned, handwritten, PDF - universal file support

### Step 2. Detect and Classify

Step 2. Detect and Classify

Once processed, Flow 2 runs an AI query such as:

- "What type of file is this? If Passport, return 'Passport'. If Driver’s License, return 'DL'. Otherwise, return 'NA'."
- The response updates the document classification in Salesforce.

[Read Tutorial](https://help.cloudfiles.io/salesforce/signature-checking#0JsiW)

### Step 3. Rename and Update Records

Step 3. Rename and Update Records

AI output is appended to the file name (e.g., DL_JohnDoe.pdf or Passport_MaryJones.pdf).

- For Salesforce Files, the Content Document Title is updated.
- For external storage, CloudFiles automatically updates the resource name via its API.

[Read Tutorial](https://help.cloudfiles.io/salesforce/classify-and-rename-uploaded-files#Bz2HT)

## The triple advantage

Get Visibility, Accuracy, and Speed

- **95% Faster Verification** — Detect and validate signatures instantly as part of your workflow.
- **99% Confidence** — AI identifies both handwritten and digital signatures accurately.
- **100% Automation-Ready** — Verification results sync automatically with Salesforce Flows and records.

## Beyond this use case

### Signature Legibility & Confidence Scoring

Assign AI-based clarity scores to evaluate how readable a handwritten signature is.

### Multi-Signature Verification

Verify presence of multiple required signatures (e.g., doctor and patient, client and agent) before final approval.

### Stamp & Seal Detection

Detect additional validation marks like company seals or digital stamps alongside signatures.

## Frequently Asked Questions

**Q: Does CloudFiles detect both digital and handwritten signatures?**
Yes. The AI recognizes both signature types, including scanned, drawn, or digital pad signatures.

**Q: Can it confirm if the signature is in the correct place?**
Yes. CloudFiles can be configured to detect signatures in specific regions (e.g., footer or approval box).

**Q: Can multiple signatures be verified in one document?**
Yes. You can query for multiple required signatories, and the AI will return “Yes/No” for each.

**Q: Does it check authenticity?**
It checks presence and format for validation, not forensic-level identity authentication.

**Q: Is it secure and compliant?**
Yes. CloudFiles follows SOC 2, ISO 27001, GDPR, and HIPAA standards. All data is encrypted and processed securely within your Salesforce environment.

## Turn signature verification into an automated step

Stop chasing signatures manually. Let CloudFiles AI verify presence, type, and validity instantly — right inside Salesforce. Book a 15-min live demo and experience automated signature verification in action.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-use-cases-document-classification-footer)