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SpringCM Document Management embedded in your Salesforce Service Cloud simplifies:

  • Case Management
  • Compliance
  • Correspondence Management
  • Freedom of Information Act (FOIA)
  • Grants Management
  • Inspection Management
  • Loan Processing
  • Legal / Procurement Contracts
  • HR / Onboarding
  • Permits
  • RFI / RFP Responses
  • Vendor Contract Management

 FedRAMP Authorized

  • Meet strict compliance and regulatory requirements and safeguard data with enhanced security measures that align with strict federal regulations
  • Configurable user security and permissions that control access to documents, folders, and actions

 Gain 100% visibility with audit trails

  • Automatically track any action taken on any type of document by any user — both internal agency colleagues and external stakeholders
  • Full audit trail history
  • All document versions stored and accessible

 Achieve regulatory compliance

  • Achieve compliance with pre-built reporting tools and full audit history of all documents, processes, and metadata
  • Get insights and transparency from your organization’s process
  • Configurable reports and analytics

 Automated Workflows 

  • Streamline tasks with change tracking, version control, activity alerts, automated document routing and in-depth reports
  • Routing and approval workflow for documents
  • Document reminders and notifications
  • Workflow escalation and exception handling

 Reduce response time by 50% & increase response accuracy

  • Easily respond to Congressional inquiries or FOIA requests
  • Access the most up-to-date version of any document whether it’s signed, completed, or in review
  • Process tasks faster with automated assignments and review tools
  • Full-text search and OCR (optical character recognition) on any uploaded document
  • Advanced document generation, document review, mark-up, and collaboration
  • Online forms to start new document processes
  • Ability to add documents via drag-and-drop, inbound email or fax, SFTP, or physical media

 Leverage modern cloud technologies

  • Collaborate, manage, and store large volumes of data in a centralized, secure document repository
  • Avoid email attachments by providing clients, partners or vendors a link to securely access, edit or sign any document
  • Complete or assign tasks, locate documents, and view reports across all devices including tablets, phones, and desktop
  • Device Management - Remotely wipe devices and control users’ access to SpringCM applications on particular devices
  • Editing, versioning, and document comparison capabilities

SpringCM Integrations for Public Sector

Native integration with Microsoft Office 365 and full API to integrate with other systems

Salesforce Government Cloud

Digital Signature technologies

Correspondence Management by Acumen Solutions (CMAS)

Document Generation

Seamlessly generate documents using templates in your Correspondence Library to respond to Congressional or constituent inquiries.

Document Generation
Document Workflows

Document Workflows

Drag and Drop to build your workflows to route correspondence.

Document Management

Take a variety of actions with your documents, including:

  • Share
  • Version
  • Redline
  • Approval
  • Send for eSignature
  • Audit trail history
  • Records retention
Document Management

“At Insitu, we have to find software that will grow and improve with us. SpringCM offered us the flexibility that we needed. They are always working on the product in order to meet unique customer needs. We also sought a huge amount of storage and SpringCM offered us what we needed and more, right out of the box. Other vendors were limited in terms of storage.”


vanessa geddis

Vanessa Geddis
Business Systems Analyst

What Else Can You Do with SpringCM?

Meet strict government security requirements with a flexible and highly secure platform.

  • Locate documents and view reports on tablets and phones.
  • Store and manage large volumes of data securely.
  • Find any document by searching keywords, phrases or custom tags that you’ve created.
  • Customize controls to limit access to select documents or user groups.
  • Always have access to the most up-to-date version of any contract or document whether it’s signed, stored or somewhere in between.

Grant Management

Let's Connect


Gary Wootten
Vice President of Sales, Public Sector

Secure Document Automation with Salesforce for Public Sector

Driving Digital Transformation for Government Agencies

Learn how SpringCM can accelerate your mission by watching our detailed product demo on our cloud-based document management software.

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