DocuFetch provides end-to-end document management by providing a way to:

• 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:

• Application

• Driver’s license or other ID

• List of references

• Resume

• Sign a pre-filled background check form

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. 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.

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.

Drag the DocumentIntake component onto the Page.

Open

Click into the component and fill in the configuration.

• File Object Name: the S-Drive File object where DocuFetch files will be stored.

• File Object Prefix: For S-Drive out-of-the-box objects (Account File, Case File, Contact File, Lead File, Opportunity File) this will be cg__. For Custom object files, it will be blank

• Parent Object Relationship Name: The API name of the lookup field from Document Request object to the object you’re relating it to. In this example, we’re using DocuFetch on Account, so the lookup field is cg__Account__r.

Open

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”

• This will open a page where you will create Request Items to add to the Request. For example, one Request might have 3 Request Items.

• Fill in the fields to create a Request Item and add it to the Request.

• When you’ve added all the Request Items, click Create New Request.

Now you will see the Request on the Request component. You can copy the link and email it to the Requestee.

For questions and more information, please contact us at sdrive@cyangate.com