Document sharing and version control

Purpose

1.1. Enable seamless, secure distribution, retrieval, feedback, and version tracking of creative documents (artwork, scripts, pitches) among in-house teams, clients, and external freelancers.
1.2. Prevent version conflicts by automating real-time syncing and notifications on updates or approvals.
1.3. Ensure compliance with branding guidelines, copyright tracking, client review cycles, and audit trails for advertising campaigns.
1.4. Centralize repository management to improve collaboration, speed up creative approvals, and safeguard intellectual property.

Trigger Conditions

2.1. Upload of new or revised document to designated folders or libraries.
2.2. Status change (e.g., "Draft" to "In Review" or "Final").
2.3. Receipt of external feedback or comment via integrated communication app.
2.4. Deadline proximity or inactivity triggers (reminders for unreviewed assets).
2.5. Grant, change, or revoke access rights for team members or clients.
2.6. Detection of duplicate or obsolete versions.

Platform Variants

3.1. Google Drive
• API: Files—watch; Permissions—update; sample config: trigger on file change in shared folder, send version update notifications.
3.2. Microsoft OneDrive
• API: ListItem—Webhook; Permissions—update; sample config: auto-notify on file version upload, log comments.
3.3. Dropbox Business
• API: /files/upload, /files/list_revisions; sample config: real-time sync across agency/client folders.
3.4. Box
• API: Events—file_uploaded; sample config: lock released on approval.
3.5. SharePoint Online
• Feature: Document Library Workflow; sample config: auto-archive previous version on approval.
3.6. Slack
• API: Files.upload, Events—file_shared; sample config: post update to #project channel.
3.7. Asana
• Feature: Attachments; sample config: move task to “Review” and attach latest doc.
3.8. Trello
• Feature: Power-Up—Google Drive; sample config: auto-update attachment card on file change.
3.9. Monday.com
• API: File column, Webhooks; sample config: send status and doc to reviewer when file uploaded.
3.10. ClickUp
• Feature: Docs Integration; sample config: new doc triggers notification and comment thread.
3.11. Notion
• API: Files—upload, Comments—add; sample config: file change logs to meeting notes.
3.12. Airtable
• API: Attachments, Automations; sample config: send version update to creatives table.
3.13. Egnyte
• API: Events—file_version; sample config: sync with DAM for asset tracking.
3.14. Zoho WorkDrive
• API: Files, Workflows—trigger; sample config: approval status auto-synced to CRM.
3.15. Adobe Creative Cloud
• API: Assets—modify; sample config: auto-notify on new PSD version, lock/unlock asset.
3.16. GitHub
• API: Repos—contents, Pull Requests; sample config: creative script versioning for developers.
3.17. Atlassian Confluence
• API: Attachments—version; sample config: notify stakeholders on doc update.
3.18. Basecamp
• Feature: Docs & Files; sample config: file upload triggers feedback request.
3.19. Quip
• API: Files—update, Notifications—send; sample config: share new draft with defined client group.
3.20. Smartsheet
• API: Attachments, Automated Alerts; sample config: escalate unreviewed docs after 48 hours.

Benefits

4.1. Ensures single source of truth for all campaign-related documents.
4.2. Minimizes delay and confusion with automated status, version, and feedback alerts.
4.3. Increases auditability, compliance, and client trust.
4.4. Optimizes creative flow, reducing manual errors and redundant communication.
4.5. Enhances IP security through controlled access and automated logging.