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• Create a request asking for particular documents to be uploaded

• Send the request link to a user outside of Salesforce, which will provide an upload button for each requested document

• Allow the user to upload one or more documents, including documents that are pre-filled in via merge fields and documents that have been signed via e-signature by the user

• Approve or reject the received documents, and request another document if one is rejected

• Store the user-uploaded documents in S-Drive

• Create document request templates to be used over and over again

Requirements

• S-Drive 2.25 or later

• Formstack (for filled in documents and e-signature capability. Document upload will work without Formstack.) https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B53bmEAB&tab=e

Overview

Use Case: Requesting Documents

Let’s say you run a company that provides temporary workers for other companies. You need applicants to submit several different documents to your program:

• Application

• Driver’s license or other ID

• List of references

• Resume

• Sign a pre-filled background check formform with some information

With DocuFetch, you can create a Request template that has each of those items in it. You can then use the template to create a Request, and send the Request link to an applicant, asking them to upload the required documents and sign the document that needs a signature. When you receive the documents, you can take a look at them and either accept them or reject them. If rejected, you can send the request back to the applicant and ask them to try again.

When the documents are uploaded, they are stored in S-Drive for easy, organized access.

Providing Documents Requested

When the requestee receives a DocuFetch request link, they can click the link and see a page with each item that is requested. For each item they can click the corresponding button to complete the request--upload, fill in form, or e-sign.

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Configuring DocuFetch on Salesforce

Edit the Lightning Record Page of an object you want to use DocuFetch with. In the example, we’ll use Account.

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