Automatic upload of case documents to secure storage

Purpose

1.1. Ensure all adoption case documents are uploaded instantly to secure, compliant storage systems.
1.2. Centralize documentation for audits, legal requirements, and accessibility.
1.3. Minimize manual handling, reduce errors, and prevent data breaches.
1.4. Enable real-time record availability for caseworkers and supervisors.
1.5. Support HIPAA, GDPR, and local data security compliance mandates.
1.6. Maintain a verifiable chain of custody for sensitive family and child records.

Trigger Conditions

2.1. Case document is generated, signed, or updated by staff, foster parent, or third party.
2.2. New document attached in CRM or case management suite.
2.3. Document scanned and processed by network scanner or dedicated scan-to-email solution.
2.4. Receipt of document via secure email inbox.
2.5. API notification from digital signature or e-form platforms.

Platform Variants

3.1. Microsoft SharePoint
- Feature/Setting: Document Library API; configure "Documents/Upload" endpoint to auto-ingest files from a monitored folder or email.

3.2. Google Drive
- Feature/Setting: Drive API v3 "files.create" method; configure to accept new case files from webhook-triggered uploads.

3.3. Dropbox Business
- Feature/Setting: /files/upload endpoint; use OAuth app with “files.content.write” scopes and set for path “/CaseDocuments”.

3.4. OneDrive for Business
- Feature/Setting: Microsoft Graph API “/drive/root:/uploads:/content”; auto-upload logic mapped from case management system exports.

3.5. Box
- Feature/Setting: Folder Upload endpoint; Configure with App Token for the “AdoptionCases” folder, using file watcher triggers.

3.6. AWS S3
- Feature/Setting: S3 PutObject API; assign IAM roles, auto-upload via event-driven Lambda tied to upload folder.

3.7. Google Cloud Storage
- Feature/Setting: Cloud Storage JSON API “objects.insert”; BVN enabled storage buckets, trigger from CRM webhook.

3.8. Egnyte
- Feature/Setting: Egnyte API /v1/files/upload endpoint; restrict pathing by case IDs via dynamic directory assignment.

3.9. Citrix ShareFile
- Feature/Setting: Secure Upload Folder; configure API token endpoint for “Case Management” folder and map triggers from email attachments.

3.10. Zoho WorkDrive
- Feature/Setting: API v1.0 “Upload File”; route to “Adoption Department” Team Folder, trigger from form submission webhooks.

3.11. Nextcloud
- Feature/Setting: WebDAV file upload; configure user directory, sync via backend script or webhook notifications.

3.12. Tresorit
- Feature/Setting: Tresorit API upload function; programmatic upload using “case_docs” label and SSO.

3.13. M-Files
- Feature/Setting: REST API Document creation; trigger upload on “Case” class document creation/update events.

3.14. DocuWare
- Feature/Setting: REST API “Documents/Upload”; auto-insert on completion trigger in case management workflow.

3.15. Laserfiche
- Feature/Setting: Web Client or REST API “Repositories/Folder/Documents”; set auto-ingest when scanned doc appears in hot folder.

3.16. Alfresco
- Feature/Setting: CMIS API “repository/upload”; map folders to case IDs, limit permissions to caseworkers.

3.17. iManage
- Feature/Setting: Work Management API “Create Document”; trigger from DMS or legal form system webhooks.

3.18. OpenText Content Suite
- Feature/Setting: RESTful Content Server services; configure function to “Create Document” in adoption compliance workspace.

3.19. NetDocuments
- Feature/Setting: API “PUT /v1/Documents”; use DMS automation event on new/updated documents.

3.20. IBM FileNet
- Feature/Setting: Content Engine API document creation; event-driven ingest linked to electronic forms platform.

3.21. SAP Document Management
- Feature/Setting: API “/uploadDocuments”; trigger from case workflow event for each finalized adoption record.

3.22. Adobe Document Cloud
- Feature/Setting: REST API “/files”; upload documents post-signature, integrate with form workflow completion trigger.

3.23. IronClad
- Feature/Setting: API "POST /contracts/upload"; auto-upload finalized agreements triggered by workflow status change.

Benefits

4.1. Seamless, no-touch secure preservation of sensitive records.
4.2. Consistent compliance enforcement, with activity logs and retention controls.
4.3. Time and cost savings on manual uploads and document routing.
4.4. Reduced risk of document loss or mishandling.
4.5. Rapid, role-based access for audits or case review processes.
4.6. Real-time update alerts to stakeholders when new documents are available.
4.7. Automated archiving and lifecycle management for document retention.