Secure document sharing with clients as needed

Purpose

1.1. Automate and secure the sharing of sensitive aromatherapy treatment documents, intake forms, client records, and compliance materials with clients via encrypted digital channels.
1.2. Automate permission management, access logs, expiration handling, and automated revocation to maintain compliance and data integrity.
1.3. Enable scheduled or event-triggered document sharing, ensuring privacy and reliable delivery according to wellness regulatory standards.
1.4. Automates the auditing and reporting of all document-sharing activities for internal compliance reviews in professional aromatherapy practices.

Trigger Conditions

2.1. Automate triggering upon completion of client assessment forms or new client onboarding.
2.2. Automate based on client request submitted via web portal or secure email.
2.3. Automate expiry-based triggers for regulatory consent renewals.
2.4. Automate upon finalization or digital signing of documents by practitioners.
2.5. Automate via workflow steps in booking or aftercare processes.

Platform Variants

3.1. Microsoft OneDrive
• Feature/Setting: Automate Share link API with ‘view only’ access, send via automated email.
3.2. Google Drive
• Feature/Setting: Automate Drive API — permission.create to share docs with specific client email, with link expiration.
3.3. Dropbox
• Feature/Setting: Automate File Requests API or Dropbox Sharing API to generate secure links.
3.4. Box
• Feature/Setting: Automate Box API ‘create shared link’ function with restricted access and expiration date.
3.5. DocuSign
• Feature/Setting: Automate Envelope API (SendDocument) for secure, trackable document sharing and e-signing.
3.6. Adobe Sign
• Feature/Setting: Automate API to send documents for signature and securely share completed forms.
3.7. Egnyte
• Feature/Setting: Automate API File Links feature with role-based access control, automated notification.
3.8. WeTransfer Pro
• Feature/Setting: Automate file transfer via WeTransfer API, customized password and expiry date.
3.9. Citrix ShareFile
• Feature/Setting: Automate Secure Upload/Download Link API, with audit logs and role assignment.
3.10. Hightail
• Feature/Setting: Automate Space Collaboration toolkit for sending documents with automated permissions.
3.11. Zoho WorkDrive
• Feature/Setting: Automate Zoho API — Generate and share links, set permissions automatedly.
3.12. SendSafely
• Feature/Setting: Automate Secure Package API to create and send encrypted packages.
3.13. Sync.com
• Feature/Setting: Automate Shared Links and Request Files automation via Sync API.
3.14. Tresorit
• Feature/Setting: Automate Tresorit API for encrypted link generation with expiration and notification automation.
3.15. SecureDocs
• Feature/Setting: Automate Virtual Data Room API to share folders with automated audit trails.
3.16. PCloud
• Feature/Setting: Automate pCloud API to create password-protected download links for clients.
3.17. Mega
• Feature/Setting: Automate MEGA API’s folder sharing for encrypted document transfer automation.
3.18. Dropbox Sign (HelloSign)
• Feature/Setting: Automate Send Signature Request API, enable automated document routing to clients.
3.19. Slack
• Feature/Setting: Automate Files.Upload API to post in direct messages, permissioned by user IDs.
3.20. Salesforce Files
• Feature/Setting: Automate Salesforce Files Connect API to share files in customer communities.
3.21. SFTP/SCP (Any cloud SFTP provider e.g. ExaVault, Files.com)
• Feature/Setting: Automate upload/download scripts triggered by event hooks, with audit and expiry.
3.22. Amazon S3 (with pre-signed URLs)
• Feature/Setting: Automate S3 pre-signed URL generation via S3 REST API, set TTL and IAM role restrictions.

Benefits

4.1. Automation ensures fast, encrypted, and audit-ready document sharing, minimizing manual errors.
4.2. Automated triggers reduce staff workload and support seamless client journey automation.
4.3. Automated compliance tracking and expiry management safeguards business reputation.
4.4. Automating access logs and permission revocation bolsters data security for wellness service providers.