Introduction: The New Normal of Work Needs a New Way to Share
The remote and hybrid work era has fundamentally transformed how teams collaborate. With employees distributed across cities, countries, and time zones, the reliance on cloud-based document management systems (DMS) has surged. What used to be paper trails and shared network drives is now replaced by real-time, secure, cloud-hosted platforms that support modern workflows.
According to a report by Gartner, nearly 48% of employees will continue working remotely post-pandemic in some capacity. This has made centralised, secure, and accessible document management not just a productivity booster, but a necessity.
What Is Cloud-Based Document Management?
A cloud-based document management system stores, organises, and shares files online rather than on local servers or paper-based archives. These systems enable:
- Anytime, anywhere access to documents
- Version control and real-time collaboration
- Centralised repositories for organisational knowledge
- Compliance and audit-ready storage
And for businesses using Salesforce, the need for native integration with their CRM data is paramount. That’s where Docuvault by BigWorks comes in.
Meet Docuvault: Document Management Built for the Remote Workforce
Docuvault is a powerful cloud-based document management app built natively on Salesforce, designed for businesses that require secure, collaborative, and compliant document workflows, without leaving their CRM ecosystem.
Here’s how Docuvault helps organisations work smarter in remote and hybrid environments:
- Centralised Document Repository Inside Salesforce
With Docuvault, all your critical documents—contracts, invoices, onboarding files, customer records—are stored securely within your Salesforce org. This eliminates the need for third-party storage solutions and ensures:
- Role-based access controls
- Faster document retrieval tied to customer records
- Native Salesforce security protocols
Example: A remote sales team can upload, access, and update client contracts directly from the Opportunity record, without switching tabs or tools.
- Secure Collaboration Across Teams and Locations
Docuvault allows multiple users to access, comment on, and collaborate on documents, with full visibility and audit trails. Team members working from different locations can:
- Upload documents to shared folders
- Get notified of changes or uploads
- Lock versions for review or approvals
Example: An HR team working remotely can collaborate on an employee onboarding checklist, upload scanned documents, and track approvals from different stakeholders—all in one place.
- Automated Workflows and Approval Chains
Docuvault supports workflow automation, enabling teams to set rules for:
- Document approvals
- Expiry alerts
- Conditional routing (e.g., send to finance if over X value)
This streamlines operations and eliminates bottlenecks, especially in compliance-heavy industries like finance, healthcare, and legal services.
Example: A remote procurement team can automate the approval process for vendor contracts based on deal value, saving days of manual follow-up.
- Compliance, Audit Trails & Version Control
With complete document histories, timestamps, and access logs, Docuvault ensures that your organisation is audit-ready at all times. It also supports:
- Version control
- Data residency preferences
- Encryption and secure sharing links
Example: In a regulatory audit, a compliance officer can pull up a full version trail of a financial disclosure document, showing who edited it, when, and what changed.
Conclusion: Work from Anywhere, Manage Documents from One Place
The future of work is remote, hybrid, and fast-moving. Without a flexible, secure, and scalable document management solution, organizations risk operational inefficiencies and data silos.
Docuvault by BigWorks empowers businesses to adapt to this future by bringing cloud-based document control, collaboration, and compliance directly into Salesforce.
No more lost files. No more permission issues. Just seamless, secure document workflows—wherever your team is working from.
