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DocuSynch by asUgo

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asUgo Productivity Solution PRODUCT SUMMARY

DocuSynch by asUgo The seamless integration of Salesforce and SharePoint

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 EFFORTLESS FILE 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.

CENTRALIZED FILE STORAGE IN SHAREPOINT Create, update, and delete files or folders within SharePoint directly from Salesforce.

SMART AUTOMATION

ENHANCED SEARCH & FILE HANDLING

CUSTOM METADATA & DISPLAY OPTIONS

Auto-create SharePoint directories for new Salesforce records using templates.

Move files easily within SharePoint. Find files instantly from Salesforce records.

Augment Sharepoint files metadata using Salesforce information

DocuSynch by asUgo – Benefits STREAMLINED DOCUMENT MANAGEMENT

ENHANCED COLLABORATION

COST AND TIME SAVINGS

DocuSynch automates document workflows, reducing manual intervention and increasing operational efficiency.

The solution ensures real-time updates, promoting seamless collaboration and reducing the risk of errors.

By optimizing document collection and synchronization, DocuSynch reduces both time spent on tasks and operational costs.

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Turn static files into dynamic content formats.

Create a flipbook
DocuSynch by asUgo by asUgo - Issuu