Secure document sharing with clients and partners

Purpose

1 Automate secure document sharing with clients and stakeholders in art restoration, ensuring compliance by encrypting, tracking, and controlling document access.

2 Automates document versioning, authorization, and retention for audit and regulatory requirements.

3 Automatedly facilitates seamless collaboration between conservators, clients, and legal partners in restoration projects.

4 Automator tracks downloads, automatedly manages access revocation, and notifies parties of document updates or new requirements.

Trigger Conditions

1 New project onboarding automates creation of client-specific secure folders.

2 Restoration completion automates triggering of report sharing.

3 Compliance review dates automate sending of updated compliance documentation.

4 User request via email or portal automates secure document retrieval and sharing.

5 Artwork handover or milestone achieved triggers automated notifications and document access for verification.

Platform Variants

1 Dropbox Business

• Feature/Setting: Automate shared folder creation and permission setting via Dropbox API (endpoint: /sharing/add_folder_member).
  

2 Google Drive

• Feature/Setting: Automate document sharing via Drive API (permissions.create) with expiry and role controls.
  

3 Microsoft OneDrive

• Feature/Setting: Automates file sharing and access management using Microsoft Graph API (driveItem/invite).
  

4 Box

• Feature/Setting: Automation by triggering Box API /collaborations endpoint to add or revoke lawyer/client access.
  

5 DocuSign

• Feature/Setting: Automates sending secure e-signed PDFs using Envelopes:create and field encryption.
  

6 Adobe Sign

• Feature/Setting: Automates document request/signature workflow via Adobe Sign REST API (agreements endpoint).
  

7 Egnyte

• Feature/Setting: Automate file sharing with granular permissions via Egnyte Public Link API (POST /public_link).
  

8 SharePoint

• Feature/Setting: Automates secure document library sharing using SharePoint REST API (roleAssignments).
  

9 Citrix ShareFile

• Feature/Setting: Automates upload and secure share link generation via /Items/Upload and /Items/Send API endpoints.
  

10 Tresorit

• Feature/Setting: Automation of encrypted link creation via Tresorit API for compliance-sensitive documentation.
  

11 FileCloud

• Feature/Setting: Automates user folder provisioning and secure sharing through FileCloud API (share.create).
  

12 WeTransfer Pro

• Feature/Setting: Automate password-protected transfer sending via WeTransfer API (create-transfer, create-link).
  

13 Zoho WorkDrive

• Feature/Setting: Automate secure file/folder share with link expiration using Zoho WorkDrive API (POST /shared).
  

14 Nextcloud

• Feature/Setting: Automate sharing via WebDAV or OCS Share API (create a share with permissions & expiry).
  

15 Slack

• Feature/Setting: Automate document delivery through Slack API (files.upload + chat.postMessage in private channels).
  

16 Proton Drive

• Feature/Setting: Automate secure encrypted sharing with expiring links via Proton API (share/links-create).
  

17 pCloud

• Feature/Setting: Automate folder sharing with access logs/tracking via pCloud Public Folder API.
  

18 SugarSync

• Feature/Setting: Automate folder invite and permission updates using SugarSync Sharing API.
  

19 M-Files

• Feature/Setting: Automate secure document sharing based on workflow triggers via M-Files REST API.
  

20 Hightail

• Feature/Setting: Automate sending of time-limited, tracked file access using Hightail API (send link with expiry).
  

Benefits

1 Automates compliance by logging and controlling access events.

2 Enhances security through automated encryption and expiring access.

3 Reduces manual work by automating file distribution to clients and partners.

4 Speeds up audit response by automating document retrieval workflows.

5 Automator ensures consistent documentation and sharing practices.

6 Automatable access workflows improve client confidence in restoration compliance.

7 Automating revocations protects sensitive artwork restoration data.

8 Automated notifications keep all stakeholders updated in real time.

9 Automation ensures fast, secure, traceable delivery of restoration documents.

10 Supports complex compliance scenarios in the art restoration sector through robust, automated processes.