Compliance & DocumentationPurpose
1.2. Facilitates meeting audit, legal, and tax obligations in the wholesale & distribution sector, automating storage and retention process.
1.3. Automates movement of data from emails, ERPs, and POS terminals to centralized archival repositories.
1.4. Enables systematic, automated indexing, backup, and long-term retention of invoices, purchase orders, bills of lading, and compliance paperwork.
Trigger Conditions
2.2. Receipt of email with attachments matching defined naming patterns (e.g., “INV-”, “PO-”, automatedly detected keywords).
2.3. Manual upload to a monitored folder or shared drive detected by automator tool.
2.4. Scheduled time-based automations (e.g., daily, weekly archival batch jobs).
2.5. Status update of workflow (e.g., document marked “closed” or “approved”).
2.6. API webhook call from business platform when document lifecycle status changes.
Platform variants
• Feature/Setting: Configure Document Library + REST API, automate uploads using /_api/web/lists.
3.2. Google Drive
• Feature/Setting: Drive API v3 “files.create”, automate foldering and standardize filenames.
3.3. Dropbox
• Feature/Setting: Dropbox API /files/upload, configure automated archiving to designated folders.
3.4. Box
• Feature/Setting: Content Explorer, Automate upload using Box Uploads API (“/files/content”).
3.5. OneDrive for Business
• Feature/Setting: Graph API /drive/items/{parent-id}/children, automatedly handled with permissions.
3.6. Zoho WorkDrive
• Feature/Setting: WorkDrive API, automate document archiving using “Records” data type.
3.7. DocuWare
• Feature/Setting: Intelligent Indexing, automate ingestion via REST endpoints.
3.8. SAP Business One
• Feature/Setting: DI API, automate document export using “DocumentsService_GetDocument”.
3.9. Oracle NetSuite
• Feature/Setting: SuiteTalk REST API, automate file attachments using POST /record/v1/file.
3.10. HubSpot
• Feature/Setting: CRM Files API, automate archiving to record properties via POST /files/v3/files.
3.11. Salesforce
• Feature/Setting: Files Connect, automate document upload with /services/data/vXX.X/sobjects/ContentVersion.
3.12. QuickBooks Online
• Feature/Setting: Attachments API, automate purchase/sales doc archival using POST /v3/company/{companyId}/upload.
3.13. Smartsheet
• Feature/Setting: Attachments API, automate linking file uploads to rows with POST /sheets/{sheetId}/rows/{rowId}/attachments.
3.14. Slack
• Feature/Setting: Files API, automate document uploads to channels or threads via files.upload method.
3.15. Trello
• Feature/Setting: Card Attachments, automate archival of invoices to card context using POST /cards/{id}/attachments.
3.16. AWS S3
• Feature/Setting: S3 API “PutObject”, automate uploads to versioned archival buckets.
3.17. Google Cloud Storage
• Feature/Setting: Storage API “objects.insert”, automate secure uploads to predefined archival buckets.
3.18. Azure Blob Storage
• Feature/Setting: Blob REST API, automate file block uploads to “archive” containers.
3.19. M-Files
• Feature/Setting: REST API, automate classification, metadata, and archiving with /objects endpoint.
3.20. Egnyte
• Feature/Setting: Egnyte API “/v1/fs-content”, automate document placement with folder-level permissions.
3.21. Alfresco
• Feature/Setting: Alfresco API “/api/-default-/public/alfresco/versions/1/nodes”, automate ingestion with metadata.
3.22. Evernote Business
• Feature/Setting: Note Store API, automate upload of PDF/documents to notebooks corresponding to compliance periods.
Benefits
4.2. Enhances audit readiness by automating indexed, searchable historical documents.
4.3. Mitigates risk of loss by automating multi-location, redundantly backed-up digital archives.
4.4. Reduces manual errors, duplication, and latency in documentation for wholesale and distribution.
4.5. Automated document archiving saves costs, increases operational efficiency, improves information security, and builds trust with vendors and customers alike.