Storage and archiving of chain of custody forms

Purpose

1.1. Automates storage, retrieval, and archiving of chain of custody forms for regulatory, audit, and quality control compliance in drug testing.
1.2. Ensures automated digital backups, indexing, and searchability of evidentiary documentation in healthcare drug screening workflows.
1.3. Protects document integrity, automates retention policies, and provides traceable access logs for auditing.
1.4. Supports paperless, error-reduced, and time-efficient compliance management by automating manual filing and form preservation.

Trigger Conditions

2.1. Automated upload or scan of chain of custody form by staff or lab technician.
2.2. Scheduled automation when new test records are completed in LIMS or EHR.
2.3. API webhook event from e-signature platform after form completion.
2.4. Automatedly triggered on receipt of email attachment or file in monitored folder.
2.5. Automated expiry-based archiving per regulatory timeline.

Platform Variants

3.1. Microsoft SharePoint
• Feature/Setting: Automated file upload via REST API (Files: Add method); configure metadata tagging for custody chain fields.
3.2. Google Drive
• Feature/Setting: API v3 — Files: create/upload; automated folder organization by case or patient ID.
3.3. Dropbox
• Feature/Setting: Automator — /files/upload endpoint; automate copy, move, or archive to compliance folder.
3.4. Box
• Feature/Setting: Upload File API; automated folder triggers using Box Relay for archival.
3.5. AWS S3
• Feature/Setting: PutObject API; automates lifecycle policies for archiving chain of custody records.
3.6. Google Cloud Storage
• Feature/Setting: objects.insert API; automates data retention and legal-hold via bucket policies.
3.7. Azure Blob Storage
• Feature/Setting: Put Blob REST API; automate tiered storage for cold archiving.
3.8. Egnyte
• Feature/Setting: Egnyte File Upload API; automates folder permissions by user role.
3.9. DocuSign
• Feature/Setting: Automated Envelopes: List/Download API; trigger archive post-signature.
3.10. Adobe Acrobat Sign
• Feature/Setting: POST/agreements endpoint; automate document retrieval after signing workflow.
3.11. M-Files
• Feature/Setting: M-Files REST API — Object creation; automate metadata extraction for searchability.
3.12. Laserfiche
• Feature/Setting: API — ImportDocument; automate workflow to tag and archive each form.
3.13. Citrix ShareFile
• Feature/Setting: File Upload API; automate notification and compliance folder sorting.
3.14. Zoho WorkDrive
• Feature/Setting: Files API — upload and move methods; automate access rights management.
3.15. NetDocuments
• Feature/Setting: REST API + Workspace configuration; automate document profiling and archiving.
3.16. OpenText Content Suite
• Feature/Setting: Content Web Services: Create Document; automate retention and legal-hold.
3.17. OneDrive for Business
• Feature/Setting: Graph API — DriveItem upload; automated folder-based workflow.
3.18. Nextcloud
• Feature/Setting: WebDAV API; automator for folder-level archiving and access logging.
3.19. SAP Document Management System
• Feature/Setting: OData API; automate document upload and compliance tagging.
3.20. Alfresco Content Services
• Feature/Setting: CMIS API — automated document import and metadata assignment.
3.21. IBM FileNet
• Feature/Setting: Content Engine API — automate classifying and archiving incoming forms.
3.22. Smartsheet
• Feature/Setting: Attachment API; automate linking scanned forms to patient/test records.

Benefits

4.1. Automates audit trail generation and reduces compliance risk.
4.2. Automated error reduction and improved chain of evidence integrity.
4.3. Automates search, retrieval, and retention to expedite regulatory reporting.
4.4. Supports automated scalability with high-volume archiving.
4.5. Automates alerts/notifications for access and archival actions.