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          Upload and Process Documents

          Upload and Process Documents

          With intelligent document automation, you can work efficiently with patient-related documents faxed to you. Convert them to digital files; select pages to include or exclude; rotate those pages if needed; and extract their data into Salesforce.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud

           
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          Salesforce Help | Article