Automated digital filing of contracts, invoices, and compliance documents

**Purpose**

1. Automated digital filing of contracts, invoices, and compliance documents ensures instant, error-free, and policy-compliant storage of critical files for luxury automotive retail, enabling real-time access, streamlined audits, effortless retrieval, version management, and secure backup across distributed dealership locations and mobile teams, while maintaining strict regulatory and brand standards; replaces manual filing, eliminates lost paperwork, and creates a digital chain of custody.

**Trigger Conditions**

1. New sales contract signed (e-signature completion).
2. Invoice issued from DMS or accounting system.
3. Compliance report created or approved.
4. Document attachment via dealership email.
5. Scan/upload receipt from dealership copier/printer.
6. API webhook event from DMS or ERP.
7. Scheduled end-of-day batch filing.
8. Real-time file dropped in monitored shared folder.
9. Update or correction detected in existing document.

**Platform Variants**

1. **DocuSign**
1. Feature/Setting: "Envelope Completed" webhook to trigger file export and archival.
2. **Adobe Acrobat Sign**
1. Feature/Setting: "Agreement Completed" webhook; configure SFTP/Cloud storage connector.
3. **Microsoft SharePoint**
1. Feature/Setting: Document Library; automate file upload via "Files: Create item" API call.
4. **Google Drive**
1. Feature/Setting: "Drive API - Files: Create/Update" to upload and organize by metadata.
5. **Dropbox Business**
1. Feature/Setting: "Files: Upload" endpoint; configure folder structure using metadata tags.
6. **Box**
1. Feature/Setting: "Upload a File" API to a secured, preconfigured folder with workflow tags.
7. **Salesforce**
1. Feature/Setting: "Files" object API; auto-associate documents with related opportunities/cases.
8. **SAP DMS**
1. Feature/Setting: OData API to upload business documents by document type and process.
9. **NetSuite**
1. Feature/Setting: RESTlet/API for automated file creation in "File Cabinet" by transaction type.
10. **Oracle Content Management**
1. Feature/Setting: REST API "uploadObject" for assigning contracts/invoices to folder hierarchy.
11. **AWS S3**
1. Feature/Setting: "PutObject" API with bucket-level auto-tagging for document class.
12. **Azure Blob Storage**
1. Feature/Setting: REST API “Put Blob” to upload scanned or generated files per dealer location.
13. **Google Cloud Storage**
1. Feature/Setting: "Objects: insert" for automated placement by user/department metadata.
14. **Zoho WorkDrive**
1. Feature/Setting: API “Upload File” with workflow-specific folder mapping and user permissions.
15. **Slack**
1. Feature/Setting: "Files: Upload" API for team-uploaded documents, routed to archive folders.
16. **OneDrive for Business**
1. Feature/Setting: Microsoft Graph API "DriveItem: Create" endpoint with structured naming.
17. **Egnyte**
1. Feature/Setting: REST API "Upload File" to compliance-locked folders with audit trail.
18. **M-Files**
1. Feature/Setting: REST API "Objects/CreateObject" – upload and categorize by vault.
19. **Trello**
1. Feature/Setting: Power-Up or API "Add attachment to card" auto-creates organized archive.
20. **Monday.com**
1. Feature/Setting: Files column integration with API upload, linking to workflow items.
21. **Airtable**
1. Feature/Setting: Attach file to a record via REST API, categorized by contract/invoice type.
22. **FreshBooks**
1. Feature/Setting: API event for invoice issued; auto-upload PDF to document repository.
23. **Dropbox Sign**
1. Feature/Setting: Webhook on document signed; API export/route to designated folder.
24. **IFTTT**
1. Feature/Setting: Applet connecting email/sample folder to storage with file routing logic.
25. **Zapier**
1. Feature/Setting: Multi-step zap—trigger by new email/file, action to save in digital archive.

**Benefits**

1. Eliminates manual filing delays and misplacement.
2. Ensures complete compliance with luxury automotive document security and retention regulations.
3. Enables instant, remote access for sales, service, and compliance staff.
4. Simplifies audit preparation and reduces compliance risk.
5. Scales across multi-location dealerships and remote teams.
6. Improves customer trust via fast documentation retrieval and consistent process.
7. Streamlines integration with workflows tied to sales, finance, and compliance systems.
8. Ensures backup, disaster recovery, and business continuity.