Purpose
1.2 Enable secure sharing of regulatory, certification, and inspection documents across internal teams, external partners, and regulatory bodies.
1.3 Automate version control, permission management, and retrieval of critical compliance files.
1.4 Maintain a searchable digital archive for streamlined safety reviews and renewal documentation workflows.
Trigger Conditions
2.2 Update or edit detected in existing safety documentation file.
2.3 Incoming regulatory or client request for compliance evidence.
2.4 Scheduled compliance audit approaching or periodic reminder event.
2.5 Expiry notification received for certifications, registrations, or permits.
Platform Variants
• API/Setting: Drive API "Files: create", "Permissions: create" — auto-upload, assign group access, set sharing expiry.
3.2 Microsoft SharePoint
• Integration: REST API "Create List Item", "Grant Access to Item" — add file, configure view/download links for subsets.
3.3 Dropbox Business
• API: "files/upload", "sharing/create_shared_link" — upload doc, generate link with expiration for external auditors.
3.4 Box
• API: "Files Upload", "Collaborations Create" — ingest docs, invite users/groups, set permissions per compliance folder.
3.5 OneDrive for Business
• Graph API "DriveItem Upload", "Invite" — bulk upload, automate share/invite for third-party verification.
3.6 AWS S3
• Setting: S3 PutObject event, pre-signed URL generation for file share with expiry; trigger on upload.
3.7 Azure Blob Storage
• API: Blob Upload, SAS Token generation — push files, automate creation of access tokens for auditors.
3.8 Egnyte
• API: "Files Upload", "Permissions Set" — upload compliance sets, adjust read/write for compliance team.
3.9 Citrix ShareFile
• Feature: API "UploadFile", "Add Permission" — automate upload and group-based permission config.
3.10 Zoho WorkDrive
• API: "Files Upload", "Share Links" — centralize docs, auto-generate links for stakeholders with expiry.
3.11 Tresorit
• Setting: "Upload Encrypted File", "Share Secure Link" — upload, send encrypted doc links to designated roles.
3.12 M-Files
• REST API: "Add Document", "Set Permissions" — document auto-indexing and access provisioning on upload.
3.13 DocuWare
• API: "Store Document", "Assign Role Access" — push compliance files, script access assignment.
3.14 Dropbox Sign (formerly HelloSign)
• API: "Create Signature Request", "Download Signed" — automate signing and archiving of compliance declarations.
3.15 Jotform
• Integration: Auto-forward attached compliance PDFs to DMS upon form submission using Webhook/FTP.
3.16 Slack
• Workflow: Monitor compliance channel, auto-upload docs to designated folder, notify team on change.
3.17 Salesforce
• Flow: "Content Document Link" — auto-associate uploaded compliance docs to ride asset records.
3.18 SAP Document Management
• API: "Create Document", "Create Distribution" — automate upload, multi-user distribution list for review.
3.19 HubSpot
• Workflow: "File Upload Trigger" — attach compliance docs to records, email to stakeholders.
3.20 Smartsheet
• Action: "Attach File to Row", "Set Sharing" — centralize docs per asset/inspection, auto-configure share options.
3.21 Monday.com
• Automation: "File Upload Column", "Invite Guests" — trigger workflow for new file, invite auditor as guest.
3.22 DocuSign
• API: "Create Envelope", "Recipient Authentication" — collect, store signed compliance acknowledgments securely.
3.23 Asana
• Automation: “File Attach”, “Add Collaborator” — compliance doc attached to task, automated collaborator add.
3.24 Google Workspace (Gmail + Drive)
• Script: Gmail attachment to Drive with “change to restricted sharing,” notify compliance group.
3.25 Airtable
• Action: “Attachment Field Upload”, “Share Row” — upload doc linked to record, send single-use access URL.
Benefits
4.2 Access logs and version control for regulatory traceability.
4.3 Automated user access, ensuring least-privilege compliance.
4.4 Rapid response to regulatory requests and audits.
4.5 Reduced manual errors in permission management.
4.6 Enhanced operational transparency and data security.