Secure file sharing with other professionals upon approval

Purpose

1.1. Automate secure file sharing to enable counselors to send confidential documents (session notes, treatment plans, forms) to collaborating professionals only after explicit approval, maintaining compliance, privacy, and streamlined workflow.
1.2. Automates request and approval cycle for file exchanges, minimizes manual interventions, reduces risks of sending unauthorized files, and ensures access logging.
1.3. Supports HIPAA/GDPR requirements for document transmission, allowing auditable sharing events and centralized document automation within counseling practices.

Trigger Conditions

2.1. File flagged by staff or counselor for external professional sharing.
2.2. Automated approval workflow (supervisor or authorized user receives request for release).
2.3. Approval action completed (digital signature, click-authorize, or secure confirmation).
2.4. File uploaded to dedicated secure directory or document management system.
2.5. Receipt of a specific API call or webhook event indicating readiness to share.

Platform Variants

3.1. Dropbox
• Feature/Setting: ‘create_shared_link’ API; share folder only after webhook trigger for approval completion.

3.2. Google Drive
• Feature/Setting: ‘Permissions.create’ endpoint; automate granting view access post-approval via workflow automation.

3.3. Microsoft OneDrive
• Feature/Setting: ‘invite’ API call; generate secure, expiring links following automated verification.

3.4. Box
• Feature/Setting: ‘collaborations.create’; automate collaboration invites after conditional webhook approval.

3.5. Slack
• Feature/Setting: ‘files.sharedPublicURL’; automate posting a secure file link only to approved recipient’s DM after staff sanction.

3.6. DocuSign
• Feature/Setting: ‘EnvelopeDocuments: listDocuments’; automate sending files with sign/approve workflow.

3.7. Adobe Sign
• Feature/Setting: ‘agreements.send’; automate file sharing only as part of a signed approval process.

3.8. Egnyte
• Feature/Setting: ‘/public-links’ endpoint; automate creating links automatically with access expiration after approval.

3.9. ShareFile (Citrix)
• Feature/Setting: ‘accessRequest’ API; automate approval-chain based access for sensitive client files.

3.10. SecureDocs
• Feature/Setting: Batch user invitations and audit trails, automated with webhook notification for each approval event.

3.11. Tresorit
• Feature/Setting: ‘Create share link’; automate removing/reinstating permission on a file after counselor approval.

3.12. Zoho WorkDrive
• Feature/Setting: ‘Add External Users via API’; automate sharing and revoking file access upon automated approval.

3.13. Dropbox Sign (HelloSign)
• Feature/Setting: ‘send_signature_request_with_template’; only automate sharing file if digitally signed approval is recorded.

3.14. SFTP Servers (FileZilla Server, Titan FTP)
• Feature/Setting: Automate account provisioning and directory permissions using event-driven scripts after approval.

3.15. AWS S3
• Feature/Setting: ‘PUT Object ACL’; automate signed URL generation after a Lambda function evaluates approval status.

3.16. Google Cloud Storage
• Feature/Setting: ‘generateSignedUrl’ method; automate upon confirmation callback.

3.17. Monday.com
• Feature/Setting: Files column automation; only trigger file upload notifications to approved recipients.

3.18. Salesforce
• Feature/Setting: Files Connect API; automate access permissions post-approval via Flow or Apex trigger.

3.19. Citrix ShareFile
• Feature/Setting: ‘Create Shared Link’ API; automated only after permission granted via integrated approval app.

3.20. Nextcloud
• Feature/Setting: ‘shareWithLink’ API; automate the enablement/disablement of sharing links after approval workflow step.

3.21. M-Files
• Feature/Setting: Automated Workflow States; sharing enabled based on state change post-automated approval.

3.22. Asana
• Feature/Setting: Attachments automation via custom fields for approval; only share with external collaborators after approval stage.

3.23. Google Workspace Admin SDK
• Feature/Setting: Automated user whitelist/blacklist for file sharing via Directory API after approval.

Benefits

4.1. Automates audit trails and access history for every document shared.
4.2. Automates security and privacy by ensuring only approved recipients get access, reducing manual error.
4.3. Automates compliance for counseling-specific regulatory requirements (HIPAA/GDPR).
4.4. Automating complex approval workflows reduces the administrative burden.
4.5. Automatedly maintains efficiency, ensures timely document sharing, and minimizes delays in multidisciplinary collaboration.