DocuVault Document Management
S3,Azure Blob,SharePoint,GoogleDrive Integration
By BIGWORKSDocument Management
- Rating
- 5.0
- Reviews
- 50
- Pricing
- Paid
- From $4.99 per user per month
- Listed since
- 2015
About DocuVault Document Management
Secure Salesforce Document Management with External Cloud Storage
Features:
- Add files to standard and custom Salesforce records
- Drag ‘n’ drop multiple files directly into Salesforce
- Salesforce1 ready
- Capture Geolocation of file uploaded using Salesforce1
- File preview*
- Unlimited File Versions
- Control file access using Salesforce security model
- Share files and collaborate with team members using chatter
- Amazon S3 server-side encryption (AES-256)
- File Requests - Invite external users to upload files ***
- Generate public and password-protected *** file links
- Track file downloads
- Upload attachments to Web2Lead/Case forms
Storage Options
- Amazon S3 (AWS S3)
- Azure Blob Storage
- Microsoft SharePoint
- Microsoft OneDrive
- Google Drive
Benefits:
- Unlimited Storage
- Low Cost
- Highly Customizable & Scalable
- No File Size Limits
- No Hardware (File Server,FTP)
Use Cases
- Document Management & Collaboration
- Archive Salesforce Attachments to Amazon S3
- Electronic Software Delivery
- Share large files securely
- Document Management for Communities
- Does not support all file types and sizes
- * Requires Google URL Shortener Account
- ** Requires Salesforce Sites & 1 additional DocuVault License
Highlights
- Powerful Document Management for Sales Cloud, Service Cloud including Field Service Lightning (FSL), Custom Cloud, Financial Services Cloud, and Communities/Portals
- File Storage Built for Salesforce - Leverage all the native Salesforce functionality (custom fields, chatter, reporting, workflows and approvals, apex, visualforce, roles and profiles) for document management.
- Integrated Cloud Storage – Benefit from the simplicity of cloud storage seamlessly integrated with Salesforce. Users can upload as many, and as big documents as they need right from their Salesforce interface
- Supported Storage Providers ✔ Amazon S3 ✔ Azure Blob Storage ✔ Microsoft SharePoint ✔ Microsoft OneDrive ✔ GoogleDrive Choose one or multiple storage providers based on your IT, security, or compliance needs
- Enterprise-Grade Security & Compliance ✔ Secure authentication with cloud storage providers ✔ Salesforce-based access control using profiles, roles, and sharing rules ✔ Secure file transfer and sharing links ✔ Ideal for compliance-driven industries
- AI-Powered Document Intelligence ✔ Textract/Azure Document Intelligence for document OCR & data extraction ✔ Bedrock/Azure OpenAI for LLM-powered chat, embeddings & insights ✔ OpenSearch Serverless/Azure AI Search for document indexing and retrieval
Screenshots
Image 1 of 12
Pricing
Paid, from $4.99 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Default Plan | $4.99 per user | Monthly | 30 days |
$4.99* per user per month Community License: Contact Us *Billed Annually Requires an AWS S3/Azure Blob/SharePoint or GoogleDrive account. Additional storage fee will be charged by the provider For edition comparison: https://bigworks.co/docuvault/pricing
The publisher offers discounts.
Compatibility
- Works with
- Experience Cloud
- Financial Services Cloud
- Nonprofit Cloud
- Requires
- Sales Cloud
- Service Cloud
- Platform Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on March 10, 2015
- Industries
- Horizontal Product
- Financial Services
- Healthcare & Life Sciences
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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