The Solution SharinPix helps you meet all your PDF management needs in Salesforce. Collect scanned documents quickly and easily. The Challenge: Customers don’t always know what documentation is needed or how to submit Validate scanned the correct forms. documents within The Solution: The SharinPix PDF App allows Salesforce. loan agents to send out an online form, created in Salesforce, that lists the documents that need The Challenge: Documents needing review to be included or scanned in by the customer. by multiple parties must be checked for accuracy. Reviewing documents manually outside Salesforce can be time-consuming. The Solution: The SharinPix PDF App allows loan agents to identify missing documents, annotate documents that need to be revised, reorder and combine files into one PDF, and package it all into a zip file to share via Salesforce with the next reviewer. Upload any size/format of PDF, scan, or image. The Challenge: A loan servicer may get client photos in a format that can’t be easily viewed in a browser. This can slow down operations. The Solution: SharinPix lets users upload any size file, including PDFs, without restrictions. It also supports all image file types, including HEIC and RAW, so there’s no need to worry about file upload errors.