Access OnBase Documents from Salesforce

Related Documents

Find Relevant Information on each Salesforce Screen

With Computer Si’s OnBase Integration for Salesforce, documents are centrally stored on one secure digital platform, which eliminates the need to manually search through disparate systems for relevant information as well as bypassing the need to pay for expensive cloud storage with Salesforce. Instead of spending time looking through paper files or network drives, staff can instantly surface-related documents — like contracts, invoices, and bills — alongside the corresponding Salesforce records with just a few clicks.

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