Store, organize, and collaborate on files — effortlessly.

• Auto-organize folders based on record types, users, or workflows
• Share secure links with access controls, expiry, and tracking
• Collect documents directly from clients or partners
• Replace Salesforce file storage with external, scalable solutions

Extract data. Trigger actions. Make documents work for you.

• Pull key values from uploaded forms, IDs, and certificates
• Auto-create or update records based on extracted info
• Verify uploaded documents for compliance (e.g. KYC, insurance)
• Route documents through automated review & approval flows
• Use AI to detect missing data, mismatches, or anomalies

Create personalized documents in a single click.

• Generate proposals, quotes, or contracts from pre-approved templates
• Create onboarding kits, policy docs, or acknowledgment letters at scale
• Auto-fill regulatory or legal forms using CRM data
• Combine multiple templates into a single, export-ready PDF
• Add dynamic conditions and multilingual logic to documents