M-Files for Salesforce - Delivering Content and Intelligent Automation
Access and manage related documents and structured business data from other systems within Salesforce.
M-Files CorporationPaid
Employee Document Management
by CyanGateSalesforceFree
Manage HR documents and employee records through Salesforce Communities.
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Provides access to HR-related documents and employee records through Salesforce Communities. Administrators can set document access according to document and employee properties, including permissions by document type. Documents from HR Service Delivery cases can be placed in employee files. The product also supports retention and purge policies, legal holds, file management, and audit information for individual documents.
Key capabilities
from the Salesforce AppExchange listingCommunity document access
Employees can access HR documents and records through Salesforce Communities.
Document access controls
Permissions can be configured according to document type, document properties, and employee attributes.
Case document transfer
Documents from HR Service Delivery cases can be placed in employee files.
Retention policies
Retention periods, purge rules, and multiple conditions can be configured for document types.
Legal holds
Document policies can include legal holds.
Document auditing
Audit information is available for individual employee documents.
File management
Users can upload, download, and manage files of any size.
Use cases
- HR departments can set up an employee portal with records management in Salesforce Communities.
- Employees can retrieve needed records through the portal rather than requesting them directly from HR.
Who it's for
HR departments and employees.
In the catalog
206 plugins in Salesforce Platform · Documents and content
Price distribution: 42 free, 19 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«Give your employees easy access to all HR-related documents through Salesforce Communities. Increase efficiency and enhance self-service to better support productivity, security, and compliance. Control access with the ease of a single solution by securing all documents, based on document and employee properties …»