S-Drive is an easy, secure, and unlimited document management, document collection, file management, and file storage platform on Salesforce leveraging Amazon S3. Rather than using Salesforce files, attachments, or FTP, you can use S-Drive for your document management and content delivery needs.
S-Drive’s document editing online feature is available for Lightning on desktop and allows users to edit Microsoft Word, Excel, or PowerPoint files while in S-Drive, without having to download, edit, and re-upload them.
S-Drive’s eSignature feature allows you to send a document directly to DocuSign and have the signed document returned directly to S-Drive. Integrated DocuSign eSignature and Microsoft 365 with S-Drive help to deliver faster and more scalable solutions for you. Integrating eSignature helps provide an extra layer of security and offers rich document management solutions. Also, you can save time and resources by not having to download and run a separate process for eSignatures. S-Drive uses DocuSign’s Envelope Template structure and enables seamless end-to-end integration with DocuSign all within AppExchange.
You can reduce risk by eliminating repetitive, manual tasks that may result in errors and increased risk. You can also increase productivity by automating workflows to route documents for signatures more efficiently and without leaving Salesforce.
S-Drive Desktop Experience allows Salesforce users to manage documents and digital assets using their local file system. Users can browse, update, delete, and upload new documents without opening the Salesforce app. It can be used by any organization that wishes to work outside of Salesforce to manage their documents and easily make changes using local desktop applications.
Save time and money with S-Drive's end-to-end Document Management solution for Salesforce. Increase efficiency, speed, security, and scalability for document collection. Streamline the entire document management process, ensuring efficiency by document collection and keeping all your data in one central and secure hub. Accelerate workflows like obtaining signatures, storing, and sharing documents all within the app for faster collaboration across teams.
DocuFetch, a document collection feature from S-Drive, enhances document collection processes by providing efficient means to gather crucial documents, signatures, and forms from clients, prospects, and partners. Utilizing customizable templates and a user-friendly interface, it optimizes workflows, facilitating request initiation, seamless sharing, effortless validation, and secure storage within S-Drive solution. DocuFetch offers a comprehensive solution for document management within organizational frameworks, ensuring streamlined interactions and secure document handling throughout the process.
