Webinar Deck: Document Lifecycle in Salesforce: Templates, Review, eSign, Doc Gen & More

Check out this webinar deck to learn how to efficiently manage the complete document lifecycle within Salesforce using XfilesPro. This session explores everything from dynamic template creation to automating document review, approval, eSignature processes, and generation. Gain insights on how to streamline workflows, enhance productivity, and optimize every step of your document management process.

Watch the on-demand recording here: https://www.xfilespro.com/webinars/document-lifecycle-in-salesforce

If you want to learn more, please get in touch with us at: [email protected]

1. Document Lifecycle in
Salesforce: Templates,
Review, eSign , Doc Gen &
More
LIVE WEBINAR
Sambit Samanta
Principal Consultant
Poornima G
Product Consultant

2. Key
Takeaways
Document Lifecycle Management (DLM) Overview
Challenges in DLM & Why You Need a Perfect Solution
XfilesPro Offered DLM Solution for Salesforce
Template : Creation, Review & Approval
Document : Review, Approval, eSign, & Generation
Document Storage & Collaboration

3. Document
Lifecycle
Management
Document
Creation
Collaboration
& Review
Approval &
Sign Off
Storage,
Archive &
Compliance

4. Challenges in Document Lifecycle Management
Manual & Time
Consuming Process
Siloed Review,
Approval, & eSign
Document Error &
Inefficiency
High Storage
Costs
Compliance
Challenges

6. Document
Storage &
Collaboration
Document
Generation &
Lifecycle
Management

7. XfilesPro Document Lifecycle Management
(DLM)
Template
Creation, Review
& Approval
Document
Review, Approval
& eSign
Document
Generation

8. Template
Creation, Review
& Approval

10. Lifecycle
Management
(Review,
Approval, eSign,
Doc Gen)

12. Document Storage &
Collaboration
Option 1: Within Salesforce
Option 2: Outside of Salesforce

13. Benefits of Storing Outside of Salesforce
Storage Cost Savings Organized Documents
Better Security Enhanced Collaboration
●Move files from DocuPrime
●Move files from Salesforce App
●Move files from Any AppEx App
●Move files from FSL App
●Move files from Experience Cloud
●Folder Structure
●Unlimited Sub-folders
●Document Tagging
●Folder/File Preserve
●Role Based Access Management
●Audit Log
●Auto File/Folder Sync
●Seamless Sharing (Protected)
●Document Search

14. Q&A

15. Recap
Template Creation, Review & Approval Process
Document Review, Approval, eSign (DLM)
Document Storage Options
Benefits of Storing Documents in External Systems

16. Thank
You