DocuSynch by asUgo
DocuSynch by asUgo is a solution that bridges Salesforce and SharePoint It empowers users to manage files stored in SharePoint without leaving the Salesforce environment It streamlines document management across platforms
DocuSynch by asUgo eliminates inefficiencies by uniting front-office, mid-office, and back-office operations into a seamless, cohesive process By streamlining document management and automating key tasks, DocuSync lets you spend less time on administration and more time focusing on what matters your clients.
DocuSynch by asUgo – Key Features
SMART AUTOMATION
Auto-create SharePoint directories for new Salesforce records using templates
ENHANCEDSEARCH &FILEHANDLING
Move files easily within SharePoint Find files instantly from Salesforce records
DocuSynch by asUgo – Benefits
STREAMLINEDDOCUMENT MANAGEMENT
DocuSynch automates document workflows, reducing manual intervention and increasing operational efficiency
ENHANCED COLLABORATION
The solution ensures real-time updates, promoting seamless collaboration and reducing the risk of errors
EFFORTLESSFILE MANAGEMENT
Create, update, and delete files or folders within SharePoint directly from Salesforce
SMART AUTOMATION
Auto-create SharePoint directories for new Salesforce records using templates
CENTRALIZEDFILE
STORAGEINSHAREPOINT
Create, update, and delete files or folders within SharePoint directly from Salesforce
CUSTOMMETADATA& DISPLAYOPTIONS
Augment Sharepoint files metadata using Salesforce information
COSTAND TIMESAVINGS
By optimizing document collection and synchronization, DocuSynch reduces both time spent on tasks and operational costs