top of page
Square Logo with Black TM.png
Document Management
Folder Structure Management
Drag-Drop bulk files 
Drag-Drop bulk files
Send via Email or Download as PDF/Word
Send via Email or Download as PDF/Word

Visit AppExchange

Impact Highlight

Faster Client Onboarding 

60%

Reduction in File Errors

90%

Secure Access to files 

100%

Reduction Manual Workload for Document Generation 

90%

Storage profiles

Integrated SharePoint & Amazon S3 to Salesforce 

Drag-and-Drop uploads & Bulk File Handling

Enabled Drag-and-Drop uploads & Bulk File Handling 

Document Automation

Embedded docuWeaver in Flows 

Storage profiles integrated into Salesforce

Embedded docuWeaver in Record Pages

A wealth management firm using Salesforce struggled with manual document creation. Files were scattered across systems and shared via email, leading to

 

Errors | Inefficiency | Version Confusion

Wealth Management Firm  

Streamlines Document Operations with docuWeaver

Wealth management using docuWeaver for their documentation needs

Challenges

Protecting files with cloud encryption.png

Disorganized File Handling 

Documents scattered across systems, difficult to organize, search or link to records 

Work automation and console control.png

Lack of Control & Complexity 

No versioning, limited access controls, and challenges handling complex data relationships

Signing the document.png

Manual Document Creation

Hours spent generating and sending investment summaries & forms 

Solutions

Favorite Features

bottom of page