Advance Salesforce Case Management Capabilities with Apryse WebViewer

Enhanced Document Viewing and Interaction

• Embedded PDF Viewer: WebViewer provides a superb PDF (and other document type) viewer directly within the browser. When integrated into Salesforce, this means that users can view case-related documents, such as contracts, invoices, or customer correspondence, directly within the Salesforce interface. There is no need to download the files and open them in a separate application.
• Interactive Features: WebViewer supports interactive PDF features such as form filling. Users can fill out forms directly within the Salesforce interface, which can be particularly useful for cases that involve forms or complex documentation.

Improved Document Handling

• Document Integration: Apryse makes it easy to work with PDF documents, integrating them with your Salesforce case records. This integration is so simple that users can view and manage case-related PDF documents more effectively, providing a more streamlined case management experience.
• Including Documents within PDF Packages: WebViewer allows documents to be embedded directly within the PDF as a package or portfolio. This means that multiple documents part of a specific case could be collected into a PDF and then shared as a standalone file, simplifying file handling for end-users.
• Automated Document Generation: Apryse WebViewer supports the automated generation of documents using PDF-based templates and case information. For example, case summaries, customer agreements, or resolution reports can all be created automatically from Salesforce data, with the resulting document being either a PDF or an Office document.

Advanced Document Manipulation

• Built-in Document Editing: WebViewer does more than just support document viewing. It also allows in-browser editing of document content, whether that is within a PDF or within a DOCX file—and all without the need for any external dependencies such as Microsoft Office.
• Document Annotation: Not only can you edit document content, but you can also allow users to add annotations or comments directly within the PDF, hosted within the Salesforce UI.
• Annotations with Multiple Users: Multiple team members can work on the same document and can see who added which comment or annotation. It is even possible, if you need, to set up user-specific rules, preventing particular users from being able to edit or even see comments and annotations added by other users.

Enhanced Security and Privacy

• Within Browser Editing: The ability to view and edit directly within the Salesforce UI means that there is no need to download documents. This massively reduces the risk of unauthorized users being able to see or copy the files.
• Built-in Redaction Capabilities: WebViewer supports excellent redaction, allowing sensitive information to be removed from documents. Redacted areas can be manually or automatically selected using built-in or customer-configured rules. Some redaction solutions just mask the content, but with Apryse, the underlying content of the redacted areas is entirely removed, meaning that it cannot be recovered by searching the PDF.
• Support for Digital Signatures: WebViewer allows you to either add a new digital signature to a document or verify that an existing document is correctly signed and has not subsequently been modified in a way that invalidates the signature.

Workflow Integration

• Custom Actions: You can add custom actions within Salesforce that utilize Apryse’s features. For example, you could create a button that opens a document in Apryse’s viewer directly from a case record.
• Automated Document Workflows: If you want to take interactions further, then you could set up an automated workflow within Salesforce that, for example, generates and sends a PDF document for review when a case reaches a certain stage.

• Getting WebViewer running in the Salesforce UI
• Updating the version of WebViewer that is used
• Getting data into and out of Salesforce to use within WebViewer