Back to Use Cases
RIAs
Centralized and Compliant Document Storage
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Scattered RIA document storage across multiple locations with no centralized repository, version control, or compliance-ready archiving.
Solution
Implement Salesforce Files with compliance-grade document management, automated retention policies, e-signature integration, and client portal access.
Key Outcomes
- Centralized, searchable document repository
- Automated retention and disposition
- Integrated e-signature workflows
- Client portal document access
Tags
document-managementcomplianceriassalesforce-filesarchiving
Implementation Timeline
8-12 weeks
Medium Complexity