Using the Docusplit App

Using the Features of the Docusplit App

Docusplit Features and Functions Explained

The Docusplit App has several main functions and features, all of which are explained within this knowledge hub. Those features and functions are:

  1. Scanning documents directly into Salesforce.
  2. Import PDF and image documents from a local PC.
  3. Import PDF and image documents from a Salesforce record.
  4. Annotate and/or manipulate page(s) scanned or imported.
  5. Saving pages and/or groups of pages to Salesforce records.

Next Steps

To view instructions on how users can scan documents within Docusplit, please see the navigation item labeled, Scanning Documents with Docusplit.