Manage Documents in Education Cloud

Reduce friction and streamline the updates between students and staff by using checklists, real-time document uploading, and creating an automated document management process.

Editions Needed

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

Use these components to manage documents.

• Document Checklist

• Document Generation

• Intelligent Document Reader

Use Amazon S3 as an external storage system to store and access data-heavy student content, such as application portfolios, videos, and academic research files, directly from Salesforce records. Reduce storage costs, protect sensitive student data from local downloads, and maintain a complete student view.

See Also:

• Implementation Considerations for Document Management

• Document Tracking and Approvals

• Intelligent Document Reader

• Intelligent Document Automation

• External Storage of Files with Amazon S3