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| User Features Common login - NetDocuments works from within Salesforce without requiring the user to login to a separate application. Account, Contact, Opportunity - Open, create, manage and edit any documents stored in NetDocuments and accessible from within your Salesforce Account, Contact or Opportunity detail pages. Add Document Button - A set of Add Document buttons can be displayed on pages to initiate the creation of a new document, import existing documents from your PC, or establish a reference to a paper document, all filed in NetDocuments with corresponding attributes from Salesforce applied. Anytime, Anywhere Document Management - Access your entire NetDocuments account and all documents by logging on directly to NetDocuments anywhere, anytime. NetDocuments is a feature-rich Software-as-a-Service (SaaS) just like Salesforce. Collaboration - Client-centric Portals - With NetDocuments you can securely extend NetDocuments Workspaces to your clients and external people--all included in the service and easy to create and manage. Administrative Features Field Mappings - Linking common attribute fields between Salesforce and NetDocuments can be done with the Salesforce Account, Opportunity Name, ID or Number field. A Salesforce button can be added to allow users to update NetDocuments with any newly created Account, resulting in the automatic display of any related documents. S-Controls - Display a NetDocuments search result within the corresponding Salesforce pages (Account, Contact or Opportunity). This display may be a list of documents, list of emails, a NetDocuments folder tree or a NetDocuments Workspace. Custom Links - Optionally add a custom link to open a new browser window or within Salesforce to view folders, workspaces or sets of documents related to the corresponding Salesforce page. Search Links - Customized saved searches can be created and linked within Salesforce automating queries within NetDocuments. A Search link on the Salesforce side bar can be added to open a NetDocuments Search window to perform powerful document content searches across all Accounts or Opportunities. Export Attachments Button - Move notes, attachments, and emails from Salesforce to NetDocuments. They can be added to the Account, Case or Opportunity Details page. NetDocuments Profile values can be automatically passed from Salesforce to NetDocuments when documents are added to NetDocuments using the Export Attachments button or the Add Document button. Customization - NetDocuments and Salesforce both support standard web services or SOAP-based API�s for integrating and customizing the integrations beyond the standard AppExchange packaged feature set. Contact our Customer Service to explore ideas as to further integrations for your specific business. SaaS Benefits - NetDocuments, a Software-as-a-Service application, provides all the benefits of automatic updates, business continuity built-in, secured storage, and backup and management in the Cloud. NetDocuments compliments all the underlying SaaS benefits of Salesforce for document and email management. Service Requirements Browser - NetDocuments supports Internet Explorer (IE) 6 or higher. Any other browsers or operating system other than Windows, NetDocuments will direct the user to its ND2 interface with limited functionality supporting all other Internet-connected devices. To benefit from the full list of features described above, IE is strongly recommended. Salesforce Editions - NetDocuments supports any Salesforce Edition, e.g., Enterprise, Professional, Basic, that supports the install of an AppExchange package. | Screenshots
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What are the benefits to me?
Sales
Management
Customers
Admin
Sales
"NetDocuments gives substantial data storage capabilities to our growing business. We can easily navigate to our documents while working inside our customer accounts. NetDocuments along with Salesforce.com is totally changing our workplace environment for the better." -Financial Services broker/dealer
"NetDocuments gives substantial data storage capabilities to our growing business. We can easily navigate to our documents while working inside our customer accounts. NetDocuments along with Salesforce.com is totally changing our workplace environment for the better." -Financial Services broker/dealer
Management
"NetDocuments gave us exactly what we were seeking and that's efficiency, as well as features such as having a single place to store our documents in an organized manner, and accessibility for everybody." -Real Estate Management Company
"NetDocuments gave us exactly what we were seeking and that's efficiency, as well as features such as having a single place to store our documents in an organized manner, and accessibility for everybody." -Real Estate Management Company
Customers
"We have been able to integrate NetDocuments with Salesforce in a way that our users have a single interface to both the client record information and to the client-related documents stored with NetDocuments. Our people love the seamless solution. We can then share the NetDocuments workspace directly with our clients as a client portal." -Financial Advisor
"We have been able to integrate NetDocuments with Salesforce in a way that our users have a single interface to both the client record information and to the client-related documents stored with NetDocuments. Our people love the seamless solution. We can then share the NetDocuments workspace directly with our clients as a client portal." -Financial Advisor
Admin
"We use a combination of NetDocuments, Salesforce.com and Outlook to run our whole business. And between those three tools it is clear to us were things need to be filed. Short term transactional stuff is in email with sales activity, specifics, and support in Salesforce.com. And all our long-term document management stuff is stored in NetDocs." -Ipiphany, technology company, Illinois "NetDocuments' excellent support structure and open SOAP-based API model worked extremely well with our third-party vendors, including Salesforce." -Technology Company
"We use a combination of NetDocuments, Salesforce.com and Outlook to run our whole business. And between those three tools it is clear to us were things need to be filed. Short term transactional stuff is in email with sales activity, specifics, and support in Salesforce.com. And all our long-term document management stuff is stored in NetDocs." -Ipiphany, technology company, Illinois "NetDocuments' excellent support structure and open SOAP-based API model worked extremely well with our third-party vendors, including Salesforce." -Technology Company
