S-Drive & Formstack Integration

S-Drive Integration with Forms for Salesforce

Integration Overview

With S-Drive integrated into Formstack's Forms for Salesforce, you can easily create a form template with field mapping to send to clients for review and editing. Once updated, the form is saved back into Salesforce as a new document for comprehensive end-to-end document management.

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Partner Overview

S-Drive, a CyanGate product, is your gateway to end-to-end document management solutions. We help businesses of all sizes streamline their file organization, storage, and management processes safely and securely. Effortlessly manage and distribute files and folders so your data is always within reach when you need it most.CyanGate is more than just a technology company – we're your strategic partner in unlocking the full potential of Salesforce.com. We provide document management and document collection solutions. As a Certified Salesforce.com Development Partner, we specialize in tailoring Salesforce solutions to meet your unique business needs. Our commitment to innovation and excellence has made us the go-to choice for global Fortune 500 companies across industries, including financial, education, legal, healthcare, and more.

Use the integration to:

1. Simplified & consistent document collection process

2. Save Time, and resources, & reduce errors

3. Progress and tracking visibility

4. Streamline Review & Approval process

What You Need

1. Formstack Forms for Salesforce from AppExchange

2. S-Drive Document collection

3. S-Drive Document Management

How It Works

Create a form request via S-Drive document management solution and Formstack & form generation to create a seamless end-to-end document collection process. Configure your forms in Formstack and send them directly to your client in one secure and efficient document collection portal.

Find Out More

For more on S-Drive setup, see these instructions.

S-Drive Integration with Formstack Documents

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Integration Overview

With Formstack document generation, you can create a document template with field mapping that can then be sent to your clients for review, edits, and signing. Once completed, it will be saved back into a salesforce record as a new document.

Try It Free

Partner Overview

S-Drive, a CyanGate product, is your gateway to unlimited and secure file storage and distribution solutions. Our cutting-edge document management system is designed to help businesses of all sizes streamline their file organization and management processes. With S-Drive, you can effortlessly organize, manage, and distribute files and folders, ensuring that your data is always within reach when you need it most.S-Drive, a CyanGate product, is your gateway to end-to-end document management solutions. We help businesses of all sizes streamline their file organization, storage, and management processes safely and securely. Effortlessly manage and distribute files and folders so your data is always within reach when you need it most.CyanGate is more than just a technology company – we're your strategic partner in unlocking the full potential of Salesforce.com. We provide document management and document collection solutions. As a Certified Salesforce.com Development Partner, we specialize in tailoring Salesforce solutions to meet your unique business needs. Our commitment to innovation and excellence has made us the go-to choice for global Fortune 500 companies across industries, including financial, education, legal, healthcare, and more.

Use the integration to:

1. Simplified & consistent document collection process

2. Save Time, and resources, & reduce errors

3. Progress and tracking visibility

4. Streamline Review & Approval process

What You Need

1. Formstack Documents Account, & Formstack Sign account if you also want to route documents for digital signature

2. S-Drive Document collection

3. S-Drive Document Management

How It Works

Create a document request combining the power of S-Drive document management and Formstock & document generation to create a seamless end to-end document collection process. Configure your documents in Formstack and send your document to your client using an efficient document collection portal.

Find Out More

For more on S-Drive setup, see these instructions.

Try It Free

Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More