DocStore
DocStore is a cross-platform application that seamlessly integrates with Azure Blob storage, Google Drive, and SharePoint and is a bridge performing basic operations like uploading and creating files, versioning files, renaming folders and so much more.
What We Offer
DocStore brings together document management best practices across multiple platforms – at a lower cost and better experience.
Cloud Storage
Complete document management and storage solution for the company using storage on SharePoint, Azure, Google, and AWS.
Knowledge Sharing
Pushes documents to users. With other platforms, additional modules, a customer portal or an upgrade is required for this same feature adding to the cost.
Low Investment
Can store all docs on a common platform that can be accessed across departments optimizing document management and reducing the cost of storage.
Document Generation
Enable templatizing and dynamic generation of documents while merging information from all relevant objects.
Better Collaboration
Harness the power of SharePoint, Google Docs, and other platforms for collaborating on documents more efficiently and effectively.
Access Control
Provides user-based security for viewing and editing the documents applying the org’s access control policies already in place.
Flexi Object Storage
DocStore provides flexibility for you to connect different objects (like accounts, and contacts) to different storage types.
Artificial Intelligence
Enable Artificial Intelligence services for HIPAA and PII-related use cases.
Folders Automation
Automatically generate a predefined folder structure on the creation of an Account and Opportunity record.
Metadata Tagging
Metadata association to an uploaded file. Dynamic metadata push from Salesforce objects (like Opportunity ID, Account ID) to the uploaded file.
Chrome Extension
Enables use of drag and drop feature right from within Google Chrome browser allowing ease of access.
DocStore VS sFiles
| Features | DocStore | sFiles |
|---|---|---|
| Works for SharePoint, google Drive and Azure Blob |  |
 |
| Download/ Upload files and folder | |
|
| Move files/folder in same record | |
|
| Move files/folder in child record | |
|
| Easy Setup Wizard | |
|
| Open files and folder in SharePoint | |
|
| Set and display custom SharePoint column and value | |
|
| Browse and drill in between folder | |
|
| Customizable folder names | |
|
| App customization – Logo and Color of the application | |
|
| New Lightning Ecosystem | |
|
| Automatically create customized initial folder structure | |
|
| Work on custom or standard objects | |
|
| Onboarding support | |
|
| Share files | |
|
| Multi-site support | |
|
| Enable disable whole drop-down menu | |
|
| Adding Metadata while uploading files | |
|
| Document generation | |
|
| Compatible to Experience cloud | |
|
| Work on list view, flow, and VF page | |
|
| Salesforce record level security | |
|
| Custom visibility security rule | |
|
| Ability to Create Custom UI | |
|
| User level Access | |
|
Ready to get started?