Introducing Get Files: An Advanced XfilesPro Feature for Easier Document Sharing & Collaboration
Simpler document sharing and enhanced document collaboration are becoming more critical in business. Understanding the high and evolving demand for document-sharing capabilities among Salesforce users, XfilesPro has rolled out a new feature ‘Get Files’ in its latest release. It’s the advancement our application offers for Salesforce customers to streamline their daily document management experience. In this blog post, let’s discuss how Get Files empowers Salesforce users to ease their workflow. What is Get Files? Get Files is a new XfilesPro feature using which Salesforce customers can get required files from external users faster. The external users can share files through email and those will be automatically stored within the right folder. That means no manual hassle with a faster and more reliable process. This feature will take XfilesPro’s document management capabilities to a whole new level and add more power to the application’s document collaboration abilities. XfilesPro has been a pioneer in offering document generation, eSign, storage, and collaboration solutions to its global customers through AppExchange. How Does Get Files Work? Get Files adopts a link-sharing method to initiate the file-transferring process. Here, Salesforce users can easily generate a unique link directly from the XfilesPro application and share it with relevant stakeholders (external users) via email. Once the external users (partners, customers, etc.) receive the Get Files link, they can use the ‘Upload Files’ button to import any number of documents on the go. As mentioned above, these documents will be directly stored in the integrated external system inside the adequate folder so that your Salesforce file storage remains unaffected and document collaboration, access becomes hassle-free. In brief, the Get Files feature simplifies the file-sharing process for a better workflow. Now, let’s look into the benefits of this latest XfilesPro advancement. Simplified File Sharing Process It’s no longer manual uploading or sharing files in Salesforce, which often comes with complexities. With ‘Get Files,’ sharing Salesforce files and documents is like a cakewalk that gets done in a matter of a few clicks. No matter if it’s one or a large number of documents, this link-sharing feature allows you to upload documents to Salesforce in a shot. Efficient Document Collaboration Beyond fostering a seamless file-sharing experience, Get Files nurtures enhanced collaboration for Salesforce users. Whether it’s sharing project updates, soliciting feedback, or collaborating on documents, the innovative functionality empowers your team members and external people to simultaneously and efficiently work on documents regardless of their location or time zone. Centralized Document Management Having multiple platforms to store, access, and manage documents is highly onerous. Through Get Files, XfilesPro efficiently addresses this challenge by consolidating the file-sharing process within the app, resulting in centralized file management and organization for users. Here, your external system acts as a unified storage location to store all the uploaded documents, eliminating the need for disparate storage solutions. Robust Security Measures XfilesPro understands the importance of safeguarding sensitive information a document contains. This is the reason Get Files adopts strong and stringent security standards to secure your documents. From encryption protocols to access controls, the feature ensures the security and privacy of your files, giving you peace of mind. Seamless Integration If you’re wondering if the arrival of Get Files would cause any inconvenience to your existing workflow, fret no more! This advanced feature adheres to your processes and productivity tools. No matter if you leverage Email Clients, project management platforms, or cloud storage services, Get Files complements your existing toolkit, enhancing efficiency and collaboration across the board. Now that you understand the potential results that Get Files can drive for your business, you’re curious to explore the feature in action. To see how Get Files works for your business, schedule a demo with one of our product experts! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Introducing X-Sign: The XfilesPro Advancement to eSign Salesforce Documents
What’s more important than the feeling of getting a document signed easily? Usually, signing a document is cumbersome no matter if it’s done through a top-notch solution. The indefinite time it takes to get a document signed by multiple users makes the process tedious. This is why XfilesPro has rolled out a state-of-the-art feature, ‘ X-Sign’, in our document generation application for Salesforce to fasten the eSign procedure. XfilesPro DocuPrime, the document generator, unleashes this inclusive functionality to empower you to initiate the eSigning workflow directly after the document is generated, reviewed, and approved. XfilesPro DocuPrime: A Brief Overview The most trusted application, XfilesPro DocuPrime automates your end-to-end document generation process in Salesforce. It offers advanced capabilities to obtain your data from multiple objects automatically, the options to build a template or use your existing ones, automate the routing for review and approval by authorized personnel, and now the ability to eSign the docs after every process! With the arrival of X-Sign, XfilesPro DocuPrime can now support and complete the entire lifecycle of your Salesforce documents — from generation to review, approval, and eSign. More Light on X-Sign Team XfilesPro is proud to cater to one of the most challenging tasks of an employee’s daily workflow – eSign their vital documents. Whether it’s NDA, proposals, contracts, or invoices, you can automatically route the document for eSign by multiple execs after the review and approval process. This ensures a simple and streamlined workflow that ensures your success. Let’s look into some of the major benefits that X-Sign brings. Immediate Document Execution: You can eliminate unnecessary delays to get a document signed with X-Sign. The innovative feature carries out the eSign process in minutes and accelerates your document approval process Automated Workflows: With X-Sign, you can ensure a complete, automated document workflow within Salesforce. Once a document is signed, X-Sign routes it to the next party or system, which helps to ensure seamless and timely completion of processes, reducing manual intervention and errors. Improved Customer Experience: As the eSign procedure gets over faster than expected, you can get back to the customer in a short time span without having them check with you often on the status. This helps the customers leave a good impression on your company. The advantages of X-Sign don’t end here. There are some more benefits that you can leverage with XfilesPro DocuPrime’s X-Sign feature as you are adopting a one-stop platform for document generation and eSign requirements. You’re Seamlessly Integrated Having a single platform ensures seamless integration between document creation and signing processes inside the Org. This way, you don’t need to switch between different systems or software to accomplish both processes separately, providing a smoother and more efficient workflow. Users can generate, send, sign, and store documents within one interface. “I am extremely delighted with the addition of eSignature functionality in our document generation application XfilesPro DocuPrime. With constant innovation in the document management domain, XfilesPro is rapidly evolving as a trusted application. We have some amazing upcoming developments and I can’t wait to see what XfilesPro will offer to our customers.” – Harish Kumar, Co-founder of CEPTES Software. Enjoy the Luxury of Low Operational Cost Maintaining and managing different systems for document generation and eSign can be costly. A unified platform like XfilesPro DocuPrime reduces the need for multiple software licenses, support contracts, and training sessions, leading to significant cost savings. Achieve Peace of Mind with Security A unified platform, XfilesPro DocuPrime offers strong security controls that make it easier to enforce security policies and protect the confidentiality of your documents. Functionalities such as Access Control, File Preserve, Secure document sharing, etc ensure that documents are safeguarded throughout their lifecycle. Stress-free Document Management Like Never XfilesPro DocuPrime provides you with a centralized repository for all documents inside Salesforce. This makes it easier to organize, search, and retrieve documents, ensuring that your critical files and information are always accessible when needed. So, why wait? It seems like X-Sign and XfilesPro DocuPrime is something you need right now! If you are looking for document management and collaboration solutions for Salesforce, great news, XfilesPro has you covered! Along with the document generation tool, we have solutions to efficiently manage and make the most of your documents. If you wish to learn how businesses leverage XfilesPro as a complete suite for end-to-end document management in Salesforce, read this success story. For More Information, Do Follow XfilesPro on LinkedIn Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
