Purpose
1.2 Facilitate audit trails for changes, quick retrieval of prior versions, support for multi-author collaboration, and proactive compliance checks.
Trigger Conditions
2.2 Manual flag by user signalling a milestone or final submission.
2.3 Integration event, e.g., new version pushed from a project management or engineering design application.
2.4 Scheduled interval (hourly, daily) routine check for new/updated files.
2.5 Document signed or approved in e-signature workflow.
Platform Variants
• Feature/Setting: Document Library Versioning; Enable 'Version History' and configure alert on modifications.
3.2 Google Drive
• API/Feature: drive.files.watch; configure webhook on file update, archive copy to timestamped folder.
3.3 Dropbox
• API: /files/list_folder and /files/save_url; create revision snapshots, automate archiving on new changes.
3.4 Box
• API: Box Events; monitor file changes, trigger archive to specific folders.
3.5 OneDrive for Business
• Feature: Version History; auto-save enabled, move versions to external cold storage via Flow API.
3.6 Autodesk BIM 360
• API: Data Management; subscribe to file version events, copy versions to compliance archive.
3.7 Procore
• API: Documents Endpoint; track uploads/edits, auto-archive to secondary location.
3.8 Egnyte
• API: Webhook/Events; detect file changes in project folders, transfer to cloud archive.
3.9 Smartsheet
• API: Attachments Events; on file change, archive attachment snapshot to backup folder.
3.10 Monday.com
• Integration: File column change trigger, save file versions in cloud store on each edit.
3.11 Slack
• API: files.upload and files.history; capture posted files, archive to central compliance drive.
3.12 Confluence
• REST API: /wiki/rest/api/content/{id}/version; track document versions, backup each increment.
3.13 Trello
• Power-Up: Card Attachments; trigger backup when attachment in relevant list changes.
3.14 Asana
• Attachment API: detect and archive updated files on milestones or completion.
3.15 Notion
• API: Block update event; save snapshot of file blocks upon modification or approval.
3.16 Salesforce
• API: ContentVersion; monitor for upload/changes to project documentation records, send to archive.
3.17 Zoho WorkDrive
• API: Change Notification; trigger archive copy whenever a file is changed in selected folders.
3.18 Dropbox Business
• Team Events API: auto-archive updates by team members to regulatory storage.
3.19 Dassault Systèmes (3DEXPERIENCE)
• API: File/Document Management events; automate archives upon data maturity change.
3.20 DocuSign
• Envelope Events: on signed/completed envelopes attach project file snapshots to archive.
Benefits
4.2 Minimizes risk of data loss or incomplete compliance submissions.
4.3 Supports streamlined audits and demonstrable quality certifications.
4.4 Eases collaboration while maintaining strict historical integrity.
4.5 Reduces manual work and error-prone file handling across project lifecycles.