Secure document sharing with customers and partners

Purpose

1.1. Enable secure, compliant sharing of sales contracts, service records, warranty info, and regulatory documents with customers, lenders, insurers, or compliance auditors.
1.2. Ensure documents are transferred using industry-standard encryption and access control, minimizing risk of breach or loss.
1.3. Provide traceable, time-stamped audit trails for all document activities to meet automotive retail regulations.
1.4. Automate notifications, approvals, and storage of shared documents for streamlined operations across the dealership.

Trigger Conditions

2.1. New document added to DMS/CRM (e.g., signed lease, service invoice).
2.2. Request from customer or partner for specific regulatory compliance documents.
2.3. Scheduled periodic audit or compliance review triggers batch sharing.
2.4. Workflow approval or process completion in dealership back office.

Platform Variants

3.1. DocuSign
• API: Envelopes:create and Envelopes:getRecipients for sending and tracking signatures.
3.2. Box
• API: upload_file and shared_link_create for secure uploads and generating expiring share links.
3.3. OneDrive for Business
• API: /drive/items/{item-id}/invite for direct access control and secure sharing.
3.4. Dropbox Business
• Function: File Requests and sharing_create_shared_link_with_settings endpoint for audit logging of access.
3.5. Google Drive (Workspace)
• API: files.create with permission role=’reader’ and domain restrictions; set expiration.
3.6. Microsoft SharePoint
• API: SharePoint REST v1: /ShareByLink for permissioned, policy-driven sharing.
3.7. Adobe Sign
• Endpoint: POST /agreements with recipient’s email, auto-expiring access.
3.8. Egnyte
• API: /link/create and permission monitoring triggers for legal document sharing.
3.9. Citrix ShareFile
• API: RequestFile and SendSecureLink, enable tracking and access expiry.
3.10. Salesforce Files
• API: ContentDocumentLink for sharing with external parties; reporting on file usage events.
3.11. M-Files
• Feature: Configurable secure external sharing vaults; set metadata-based triggers.
3.12. Zoho WorkDrive
• API: Generate external share link with custom password and expiry per compliance cycle.
3.13. SecureDocs
• Trigger: Role- and event-based access via Rooms API; download prevention toggle.
3.14. Tresorit
• API: createShareLink endpoint; enforce e2e encryption and time/recipient restrictions.
3.15. PandaDoc
• API: Document.send and downloadUrl for sharing protected, expiring docs.
3.16. SignNow
• API: POST /invite for document sharing; secure link with audit trail.
3.17. SFTP (SSH File Transfer Protocol) with AWS Transfer Family
• Trigger: New file placed in ‘/secure_share/’ directory; lifecycle rule for access window.
3.18. SendSafely
• Feature: API-based encrypted package send with custom expiry and SMS 2FA for access.
3.19. Kiteworks (Accellion)
• API: /shares/send for secure partner download; compliance reporting functions enabled.
3.20. DocSend
• API: createLink (with access control, Gmail or SSO restriction); pageview alert config.

Benefits

4.1. Data risks minimized through strong encryption and permission management.
4.2. Full audit and compliance support via tamper-proof access logs and time-stamped events.
4.3. Fast, reliable, and policy-driven document sharing increases partner and customer trust.
4.4. Drastically reduces manual tasks for compliance, document retrieval, and notifications.
4.5. Scale sharing across multiple brands or dealer locations without loss of control or oversight.