Access-based document sharing

Purpose

1.1. Implement secure, access-based document sharing automations to distribute sensitive oilfield data, project reports, compliance forms, and operational documents only to authorized stakeholders.
1.2. Automate document access control, permissions management, and audit trails to ensure regulatory compliance, operational integrity, and workflow efficiency.
1.3. Enable audit-ready, automated documentation processes for due diligence, internal reviews, and partner collaboration in upstream and downstream oil & gas operations.

Trigger Conditions

2.1. Document upload, update, or creation automatably triggers access assignment.
2.2. Automated user role update or employee onboarding/offboarding triggers permission adjustments.
2.3. Manual or automated request for document access, e.g., from email, internal portal, or third-party API, triggers sharing workflow.
2.4. Regulatory compliance events or control checklists requiring automated document sharing/firewalling.

Platform Variants

3.1. Microsoft SharePoint
• Feature: Automated permission setting via SharePoint REST API
• Sample: Configure “Grant Access to User” endpoint for controlled group sharing
3.2. Google Drive
• Feature: Use Google Drive API ‘permissions.create’ function to automate user/group access
• Sample: Set role and type to automate sharing based on policy
3.3. Dropbox Business
• Feature: Automate shared link generation and access control using Dropbox API /sharing/add_file_member
• Sample: Assign document-level permissions programmatically
3.4. Box
• Feature: Automate collaboration invite and permissions via Box API /collaborations endpoint
• Sample: Automate folder-level access for project teams
3.5. Egnyte
• Feature: Use Egnyte API to automate advanced folder permission assignment
• Sample: Setup automated group access via Groups endpoint
3.6. OneDrive for Business
• Feature: Automate sharing with delegated permissions using Microsoft Graph API
• Sample: Automatedly send sharing invitations programmatically
3.7. Citrix ShareFile
• Feature: Automatically assign folder permissions via ShareFile API endpoints
• Sample: Automate restricted project folder access for partners
3.8. AWS S3
• Feature: Automate object-level access policy using S3 put-bucket-policy API
• Sample: Dynamic automated bucket policies for temporary document sharing
3.9. Azure Blob Storage
• Feature: Use Azure Blob’s Shared Access Signature (SAS) automation for document access
• Sample: Automated link generation with policy constraints
3.10. IBM FileNet
• Feature: Automate security policy assignment via FileNet API
• Sample: Policy-based access automation for regulatory documents
3.11. Slack
• Feature: Automated document sharing via Slack API file uploads and permission controls
• Sample: Channel-based access automating internal group document distribution
3.12. Salesforce
• Feature: Automate document sharing using Salesforce Files Connect and sharingSettings API
• Sample: CRM-based automated document permission for account teams
3.13. DocuSign
• Feature: Automate recipient routing and access to documents using Envelopes API
• Sample: Automated sequential document sharing for guided signing flows
3.14. SAP Document Management
• Feature: Automate document access assignment based on SAP user roles via API
• Sample: Automatedly set access when new compliance document uploaded
3.15. ServiceNow
• Feature: Use ServiceNow REST API to trigger document visibility and access assignment
• Sample: Automate workflow-based document sharing in service requests
3.16. Alfresco
• Feature: Automate site and folder permissions through Alfresco REST API
• Sample: Dynamic document access automation on workflow events
3.17. Adobe Document Cloud
• Feature: Automate document sharing and revoke access using Adobe Sign API
• Sample: Scripted permission adjustments post-signature
3.18. Zoho WorkDrive
• Feature: Automate granular folder sharing via WorkDrive API
• Sample: Automatedly configure access on team-based document upload
3.19. Okta
• Feature: Automate provisioning of access to document systems via Okta APIs
• Sample: Automated access on HR onboarding workflow
3.20. Oracle Content & Experience Cloud
• Feature: Automate role-based permissioning using REST API integration
• Sample: Project-based automated folder sharing for external/joint venture partners

Benefits

4.1. Automatedly enforces access controls, reducing manual errors and data breaches.
4.2. Assures auditability and regulatory compliance through access logging automations.
4.3. Streamlines workflows by automating sharing, approval, and notification steps.
4.4. Facilitates scalable operations by automating access to large, distributed teams and partners.
4.5. Reduces administrative overhead and improves agility through automator-driven processes.