docuWeaver

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Document management solution for Salesforce, enabling seamless file storage on various storage servers. Efficient document generation and streamlining for secure, scalable, and professional file handling in the Salesforce ecosystem.

Notable Features of docuWeaver

  1. File Attachment & Storage

    • Attach files to both standard and custom Salesforce objects.

    • Store files with no built-in file size limits.

    • Supports leading storage servers:

      1. Amazon S3: Upload files up to 5GB.

      2. Google Drive: Upload files up to 5GB.

      3. Azure Blob: Upload files up to 4GB.

      4. SharePoint: Upload files up to 250MB.

      5. Salesforce: Upload files up to 2GB.

  2. File Upload Capabilities

    • Upload multiple files simultaneously.

    • Background file upload for uninterrupted workflow.

  3. Advanced File Management

    • File Versioning: Track and manage file revisions.

    • Folder Structure: Organize attachments with a folder-based layout.

    • Attachment Search: Quickly find attachments with search functionality.

    • Content-Based Search: Locate files using file content as search criteria.

  4. Document Generation

    • Generate professional, accurate documents directly within Salesforce.

    • Customize document templates for efficient document production.

  5. Seamless Integration & Accessibility

    • Operates as an LWC (Lightning Web Component) on record detail pages.

    • Available within Screen Flows for process automation.

    • Community Site support for external file access and management.

  6. Flexibility & Scalability

    • Works with multiple storage providers to meet diverse business needs.

    • Scalable storage options for large files and growing document volumes.

These features make docuWeaver a powerful, all-in-one solution for document storage, file management, and document generation in Salesforce.