Document and Compliance ManagementPurpose
1.2 Ensure all shipping, delivery, bill of lading, customs, and transportation-related documents are captured in real-time and stored systematically for retrieval, auditing, and regulatory checks.
1.3 Prevent loss, duplication, or manual mishandling by leveraging automated document workflows that support multiple file types and metadata tagging.
1.4 Achieve automated version control, access management, and document lifecycle tracking within logistics organizations.
Trigger Conditions
2.2 Emailed attachments received at a designated address.
2.3 API webhooks from third-party logistics partners or document capture apps.
2.4 Scheduled polling from shared folder/storage for new files.
2.5 Manual upload via a secure enterprise portal.
Platform Variants
• Feature/Setting: Automate “Files: Create” API with metadata tags; configure event listeners for new items.
3.2 Google Drive
• Feature/Setting: Drive API “Files: create” endpoint; automated folder selection and permission assignment.
3.3 Dropbox Business
• Feature/Setting: “/files/upload” API with automated archive folder logic; webhook notifications for uploads.
3.4 Box
• Feature/Setting: Box Content API “Upload File” and “Create Metadata” calls; version control automation.
3.5 OneDrive for Business
• Feature/Setting: Automate “Upload File” API; configure retention policy via automated settings.
3.6 SAP S/4HANA
• Feature/Setting: ArchiveLink API automatedly attaches transport docs to relevant business objects.
3.7 Oracle Document Cloud
• Feature/Setting: “Documents: Create” automation; set up doc retention and tagging through workflows.
3.8 Egnyte
• Feature/Setting: Egnyte API “Upload File” with auto-archive in compliance folders.
3.9 M-Files
• Feature/Setting: Automate “Document: CreateObject” API; automated metadata classification.
3.10 Alfresco ECM
• Feature/Setting: Automated REST “/nodes/{parentId}/children” call; configure auto archiving with rules.
3.11 DocuWare
• Feature/Setting: Auto-index via “Store Documents” API; schedule auto-transfer to archive cabinets.
3.12 Zoho WorkDrive
• Feature/Setting: Files API for auto-upload; automated workspace permissions setup.
3.13 Salesforce Files
• Feature/Setting: Files API “upload” action; automates doc link to case records.
3.14 Smartsheet
• Feature/Setting: Attachments API with automatedly triggered archive workflow on row changes.
3.15 Monday.com
• Feature/Setting: “Files: add_file_to_column” API; automation recipes for document archiving.
3.16 Asana
• Feature/Setting: Attachment API with auto-archive rule setup on project task completion.
3.17 Trello
• Feature/Setting: Card attachment automation, create backup/archive cards with document URLs.
3.18 Workato
• Feature/Setting: Automated file ingestion and archive recipe; configure folders and retention logic.
3.19 Nintex
• Feature/Setting: Automated workflow with document storage component; archiver action setup.
3.20 Jotform
• Feature/Setting: File upload automation with Google Drive/Box auto-archive integration via API.
3.21 ServiceNow
• Feature/Setting: Document Management API; flow automation to archive transport files based on incident trigger.
3.22 IBM FileNet
• Feature/Setting: Automated document upload and archiving with event triggers and content engine API.
Benefits
4.2 Ensures regulatory compliance via traceable, automatable storage and access controls.
4.3 Minimizes risk of lost or misfiled documents; disaster recovery enhanced via automated backup.
4.4 Enables swift, automated retrieval for audits, dispute resolution, and management queries.
4.5 Reduces paperwork handling costs through automation and eliminates duplicate entries.