The Key to Efficient Document Management in Salesforce

Mar 1, 2023
6 min read

The Key to Efficient Document Management in Salesforce

Effective document management is crucial for any organization that utilizes Salesforce. With the sheer volume of documents, emails, and files created daily, it can be challenging to manage everything effectively. However, with the right tools, like File Fortress, you can streamline your document management processes, improve efficiency, and save valuable time. In this blog post, we will explore the top features of File Fortress that can help you achieve these goals.

See how File Fortress can help your business by setting up a 15 minute demo today!

OCR Search

File Fortress offers robust full-text search capabilities with OCR search technology. OCR (optical character recognition) technology enables the system to recognize and extract text from images, making it easy to search for specific words or phrases in any document. To use OCR search, the system will scan the documents and extract the text. You can then search for specific words or phrases using the search bar, and File Fortress will return all documents that contain the search terms.


Seamless integration with email is essential for preserving emails and attachments in the appropriate file for easy access and organization. With File Fortress’s integration tools, you can easily link emails to specific files, ensuring that all relevant information is stored in one place. These integration tools are fully customizable, enabling you to set up your workflows to meet your specific needs.


File Fortress is the premier Salesforce Outlook plugin making it easy to integrate emails and events into Salesforce files, and improving document management. With this Salesforce plugin, you can seamlessly integrate with Salesforce, ensuring that all relevant information is stored in one place. This improves collaboration, reduces errors, and streamlines processes.

File Syncing

File syncing is critical for accurate document management. With File Fortress’s file syncing tools, you can edit and save documents directly from Microsoft Office for synced and up-to-date files. This enhances document management accuracy, ensuring that everyone is working from the same version of a file.


Our custom apps make it easy to attribute printing, scanning, and faxing costs to specific files for accurate recovery on client invoicing. This helps organizations manage costs effectively, improving profitability, and streamlining billing processes.

Customer Success

Upon implementing File Fortress we helped one of the largest law firms in the United States nearly double in size, save millions of dollars, and migrate existing structure in less than 12 months. 80% increase in lawyers on staff since using File Fortress in less than 1 year. 2 million files migrated from on prem storage to cloud storage. 350+ automated custom documents created. Custom developed plug-ins & applications to suit their organization structure.

In summary, with tools like File Fortress, you can significantly improve your organization's productivity and efficiency. File Fortress’s file organization tools, including OCR search, seamless email integration, Microsoft Word and Outlook plugins, file syncing, and apps for attributing printing, scanning, and faxing costs to specific files, can help you achieve these goals.

Contact File Fortress today to learn more about these solutions and how it can help you improve your document management processes.


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