Permission-based document sharing with clients and partners

Purpose

1.1. Enable secure, permission-based sharing of sensitive aircraft sales and compliance documents with internal teams, clients, and partners.
1.2. Automate document access controls, distribution, notifications, access logs, and document expiry.
1.3. Ensure regulatory compliance, confidentiality, and auditability in all document exchanges.
1.4. Streamline ongoing due diligence, contract negotiations, and compliance reviews.

Trigger Conditions

2.1. New deal or client onboarding in CRM.
2.2. Upload or modification of compliance documents in DMS.
2.3. Completion of compliance form by internal user.
2.4. Scheduled or event-driven reviews (e.g., KYC refresh).
2.5. Partner request for documentation or status update.

Platform Variants

3.1. Microsoft SharePoint
• Feature/Setting: Document Library Permissions API — auto-configure user/group permissions for folders; sample: PATCH /_api/web/lists(guid’x’)/roleassignments/addroleassignment

3.2. Google Drive
• Feature/Setting: Permissions.create API — assign or revoke user roles (viewer, commenter, editor); sample: drive.permissions.create(fileId, emailAddress, role)

3.3. Box
• Feature/Setting: Collaboration API — set access levels for invited users; sample: POST /collaborations

3.4. Dropbox Business
• Feature/Setting: Sharing Permissions API — adjust user and group rights for specific files/folders; sample: sharing/add_file_member

3.5. Egnyte
• Feature/Setting: Permissions API — automate permission assignment; sample: POST /pubapi/v1/fs/permissions

3.6. DocuSign
• Feature/Setting: Envelopes:Access Management — restrict document access via recipient authentication

3.7. Adobe Acrobat Sign
• Feature/Setting: sendAgreement API — set recipient authentication options before document access

3.8. OneDrive for Business
• Feature/Setting: Permissions Graph API — assign permissions and create sharing links with expiration

3.9. HelloSign
• Feature/Setting: Team endpoint — assign permission roles for document templates

3.10. Citrix ShareFile
• Feature/Setting: Share API — create secure file links with access restriction parameters

3.11. Slack
• Feature/Setting: File Sharing/Permissions API — limit file sharing to specific channels or direct messages

3.12. AWS S3
• Feature/Setting: S3 Bucket Policy & Pre-signed URLs — restrict and audit access per user/group

3.13. Google Workspace Admin
• Feature/Setting: Drive audit log; programmatic user role assignment using Directory API

3.14. Zoho WorkDrive
• Feature/Setting: API for shareLink — configure and automate link-level permissions

3.15. Salesforce
• Feature/Setting: Files Connect & ContentDocumentLink — automate sharing with permission sets

3.16. HubSpot
• Feature/Setting: Engagements API — send protected files in ticket/deal workflows

3.17. NetDocuments
• Feature/Setting: User/Group Permission Assignment API for workspace/document

3.18. M-Files
• Feature/Setting: Workflow API — set access control properties programmatically

3.19. Workday
• Feature/Setting: Document Distribution API — automate sharing with security groups

3.20. SAP SuccessFactors
• Feature/Setting: Document Management Service API — permissioned file download links

3.21. Freshsales
• Feature/Setting: Attachment API — automate deal-related file access by user roles

3.22. Okta
• Feature/Setting: User Group Assignment API — apply RBAC dynamically for document access

3.23. Smartsheet
• Feature/Setting: ShareSheet API — automatically add collaborators with role definitions

Benefits

4.1. Eliminates manual permission management, preventing human error.
4.2. Ensures clients and partners receive only relevant, compliance-approved files.
4.3. Tracks all access events for audit and reporting.
4.4. Reduces administrative workload in aircraft sales and brokerage documentation.
4.5. Improves client trust with secure, professional information delivery.
4.6. Accelerates deal cycles with immediate, event-driven document access.
4.7. Guarantees ongoing regulatory and audit readiness.