Centralized client data and document storage

Purpose

1.1. Enable seamless, secure intake and organization of client data and documents for aeronautical engineering firms.
1.2. Automate aggregation, categorization, permission handling, and retrieval of onboarding materials, proposals, NDAs, certificates, and technical documents.
1.3. Centralize client project folders, contacts, compliance forms, and revision histories for easy collaboration and audit trails.
1.4. Ensure real-time synchronization across departments, enhance compliance, and support remote and multi-office workflows.

Trigger Conditions

2.1. New client record or opportunity is created in CRM or ERP.
2.2. Client completes online intake, uploads initial document, or signs an engagement letter.
2.3. Project status changes (e.g., onboarding to active engineering).
2.4. Manual trigger by team via secure portal or dashboard.
2.5. Receipt of an email with attached documents matching onboarding keywords.
2.6. Submission of e-signed NDA, contract, or compliance form.

Platform Variants

3.1. Microsoft SharePoint
• Feature/Setting: Document Libraries, Folder Structures, Automated Flows (Power Automate); configure to auto-create client folders based on new entries and enforce role-based access.

3.2. Google Drive (Google Workspace)
• API: Drive API, use ‘Files: create’ and ‘Permissions: create’; auto-generate folders, set sharing permissions, and automatically upload documents from webhook triggers.

3.3. Dropbox Business
• API: /files/create_folder_v2, /files/upload; set auto-folder creation rules and share links at new client onboarding.

3.4. Box
• API: /folders, /files/upload, /collaborations; template folders for different project types, granular access for legal, technical, and client stakeholders.

3.5. OneDrive for Business
• API: /drive/root/children, integrate with Microsoft Graph for folder automation on client entry creation.

3.6. DocuSign
• API: Envelopes: create+download; auto-store signed documents in predefined folder in central repository.

3.7. HubSpot
• Feature: Workflows + Files Tool; configure triggers on new contact/deal to automatically organize files and documents in the client’s timeline.

3.8. Salesforce
• API: Files Connect, process builder; create records/files when new account is created, integrate with document storage.

3.9. Zoho CRM
• API: Modules API, Attachments; set rules to auto-create and link folders in Zoho WorkDrive when client records added.

3.10. Monday.com
• API: Boards Webhooks + Files Column; trigger file organization upon client project workflow creation.

3.11. Pipedrive
• API: Persons API, Files API; upload and categorize client documents when new deals or contacts added.

3.12. M-Files
• Feature: Metadata-driven vault creation and intelligent file routing; trigger: new project/client metadata detected.

3.13. Egnyte
• API: /folders, /permissions; enforce folder creation and set compliance permissions for client data.

3.14. Smartsheet
• API: Create Sheet, Attachments Endpoints; embed relevant documents during project or client onboarding.

3.15. Airtable
• API: Bases, Attachments Field; auto-create base records and link client docs via APIs.

3.16. Notion
• API: Pages, Databases API; auto-create client dashboards and embed document links in relevant databases.

3.17. Confluence (Atlassian)
• API: Spaces, Attachments; create client-specific spaces upon trigger and upload key onboarding files.

3.18. AWS S3
• API: PutObject; auto-bucket creation per client from trigger, tag files for compliance tracking.

3.19. Google Cloud Storage
• API: Objects: insert; generate client-specific buckets or directories and manage access through IAM policies.

3.20. Slack
• Feature: Files API + Channels API; post and pin onboarding documents to dedicated client channels on trigger.

3.21. ClickUp
• API: Tasks, Attachments; automatically link newly received documents to client folders under dedicated Spaces.

3.22. Trello
• API: Cards, Attachments; automate card creation per new client, attach relevant onboarding and compliance documentation.

3.23. Asana
• API: Projects, Attachments; trigger task/folder creation with document auto-linking when onboarding workflow initiated.

Benefits

4.1. Minimized manual entry and reduced risk of document misplacement.
4.2. Immediate, centralized access to all client materials for cross-functional engineering teams.
4.3. Enhanced compliance with sector regulations and easy support for audit requirements.
4.4. Accelerated onboarding process, reducing downtime and improving client satisfaction.
4.5. Improved version control, visibility, and secure permission management throughout client lifecycle.