Secure document upload portals for clients

Purpose

1.1 Enable industrial/compressor service clients to securely upload compliance, maintenance reports, manuals, purchase orders, and regulatory certificates.
1.2 Ensure sensitive client data (schematics, safety docs, NDAs) are transferred and stored with traceability and access controls.
1.3 Streamline documentation workflow by automating intake, routing, archiving, and compliance checks for uploaded documents.
1.4 Facilitate audit-readiness and documentation standardization for ISO, OSHA, industry, or client-specific requirements.

Trigger Conditions

2.1 Client submits a document via company-branded upload portal interface.
2.2 New service job initiated requiring client document provision.
2.3 Scheduled periodic compliance review requiring document update/renewal.
2.4 Automatic API request from client-side system for document transfer.

Platform Variants

3.1 Microsoft SharePoint
• Feature/Setting: Configure 'Document Library' REST API for client uploads, permissions per client group, notifications.
3.2 Dropbox Business
• Feature/Setting: 'File Requests' setup to create protected upload links, API webhooks for file arrival.
3.3 Google Drive
• Feature/Setting: Create secured upload folders with limited sharing, monitor via 'Drive API' for new files.
3.4 OneDrive for Business
• Feature/Setting: Client upload pages via SharePoint integration, set 'File Upload' role, webhook for change.
3.5 Box
• Feature/Setting: 'Box File Request' for branded secure drop, 'Event Stream API' to automate triggers.
3.6 Egnyte
• Feature/Setting: 'Upload Links' for folder dropbox-style uploads, audit via Egnyte API logs.
3.7 Citrix ShareFile
• Feature/Setting: Setup 'Request List' for client file submission, configure e-sign and workflow via API.
3.8 DocuSign Rooms
• Feature/Setting: Portal with secure document request, assign tasks via API, monitor compliance.
3.9 HelloSign
• Feature/Setting: 'File Upload Field' in workflow, audit access via API events.
3.10 AWS S3 with API Gateway
• Feature/Setting: 'Presigned URL' creation for uploads, event Lambda trigger on document reception.
3.11 Azure Blob Storage
• Feature/Setting: 'SAS Token' secured upload endpoint, Logic Apps for downstream processing.
3.12 FileInvite
• Feature/Setting: 'Document Request' workflow to clients with reminders, Zapier/Make integration.
3.13 Jotform
• Feature/Setting: 'File Upload' widget, SSL encryption, webhook on submission.
3.14 Formstack
• Feature/Setting: File upload field with routing logic, API notification on new file.
3.15 PandaDoc
• Feature/Setting: 'Document Upload' recipient action, trigger custom status via API.
3.16 Laserfiche
• Feature/Setting: 'Public Portal' for uploads, dynamic foldering, monitored via Laserfiche API.
3.17 Zoho WorkDrive
• Feature/Setting: External 'File Upload' links, event API for new file actions.
3.18 SecureDocs
• Feature/Setting: VDR upload request, dashboard audit trail, webhook.
3.19 M-Files
• Feature/Setting: Metadata-driven upload form, process automation via M-Files API.
3.20 Nextcloud
• Feature/Setting: 'File Drop' public upload, automated user notification via API hook.

Benefits

4.1 Ensures secure, auditable document transfer tailored for highly regulated industrial environments.
4.2 Reduces manual intake time and risk of lost or misfiled compliance-critical documents.
4.3 Supports client trust with branded experience and transparent file-handling.
4.4 Enables instant notifications, versioning, and regulatory audit trails for all uploaded material.
4.5 Scalable for small teams or large industrial fleet operators without custom portal coding.