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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
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:
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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.
They will see a progress bar for the request and a status for each item as they complete the request.
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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Save the settings and Go Back to the Account Page. Now you’re ready to create a Request Item.
Creating a Request
On the Request component, click the + icon and “Create New Request”
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