Purpose
1.2 Automate documentation archiving for site audits, industry regulators, and internal reference.
1.3 Enable instant retrieval for compliance proofs and defect resolution.
1.4 Enhance traceability and reduce manual handling, minimizing data loss and entry errors.
Trigger Conditions
2.2 Marked completion of an installation checklist via mobile device.
2.3 Arrival of images or PDF reports via email or FTP.
2.4 Form submission through designated digital workflow or portal.
Platform Variants
• Feature/Setting: Drive API — “Files: create” with direct upload from mobile app or webhook URL.
3.2 Dropbox
• Feature/Setting: /files/upload endpoint — configure folder structure per project or site.
3.3 Microsoft OneDrive
• Feature/Setting: Graph API “/me/drive/root/children” — enable folder auto-creation and file upload.
3.4 Box
• Feature/Setting: Uploads API — set up workflow to assign files to compliance folders using “/files/content.”
3.5 SharePoint
• Feature/Setting: “Create File” with folder path logic mapped to project ID.
3.6 AWS S3
• Feature/Setting: PutObject — automatically generate unique keys for each install report/photo set.
3.7 Azure Blob Storage
• Feature/Setting: “Upload Blob” — configure per-project blob containers and folder partitioning.
3.8 Google Photos
• Feature/Setting: Library API — set up new albums based on each completed installation.
3.9 Smartsheet
• Feature/Setting: “Attachments” API — store images/reports as row attachments linked to project sheet.
3.10 Airtable
• Feature/Setting: Attachment field upload via API using installation ID as key.
3.11 Monday.com
• Feature/Setting: File column automation — upload files to board items triggered by project completion.
3.12 Notion
• Feature/Setting: API file property — embed photos/documents in database rows for each site.
3.13 Confluence
• Feature/Setting: Attachments REST API — auto-add files to relevant project space/page.
3.14 Salesforce
• Feature/Setting: "Files Connect" or “ContentVersion” API for attaching photos/reports to Cases or Opportunities.
3.15 ServiceNow
• Feature/Setting: Attachment API — direct file association with Incident or Work Order record.
3.16 Zendesk
• Feature/Setting: Uploads API — store photo/report files on Ticket for compliance tracking.
3.17 Zoho WorkDrive
• Feature/Setting: API upload — trigger folder/file creation aligned to Installation ID.
3.18 Egnyte
• Feature/Setting: “Upload Link” API — define target folders based on technician input.
3.19 Nextcloud
• Feature/Setting: WebDAV file upload — map each upload session to a unique job folder.
3.20 SAP Document Management
• Feature/Setting: OData Service “Create Document” — automated mapping to compliant project structure.
3.21 Slack
• Feature/Setting: Files.upload API — send finished installation photos/reports to a #compliance channel with metadata.
3.22 Jotform
• Feature/Setting: File upload widget integration — automatically forward form uploads to storage provider via webhook.
3.23 Trello
• Feature/Setting: Card attachments — auto-upload to cards named as per installation ID on board completion event.
Benefits
4.2 Eliminates manual misfiling and lost documents, assuring audit readiness.
4.3 Enables rapid, structured access during compliance checks or customer queries.
4.4 Scalable solution for multi-site, high-frequency installation operations.
4.5 Frees technician time, streamlining administrative overhead with minimal error risk.