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DocuFetch Configuration

DocuFetch can be integrated with other applications, such as Formstack and AdobeSign. This page allows you to configure which features of DocuFetch you want to use.

  • New Upload Used to ask the recipient to upload a document. It is Enabled by default and can be disabled.

  • Review Document Used to send a document to the recipient for review. Requires Formstack

  • Complete Form Used to send a form that the recipient will fill in. Requires Formstack

  • Complete E-Signature Used to send a document for the recipient to sign. Can be used with Formstack, AdobeSign or DocuSign

AdobeSign requires Adobe Acrobat Sign eSignatures for Salesforce from AppExchange as well as an additional package from S-Drive. Please open a ticket with S-Drive Support to implement this.

Formstack requires an additional package from S-Drive. requires additional packages. Please open a ticket with S-Drive Support to request this. It also requires one or more Formstack packages. See DocuFetch for details.

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