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Secure document storage and sharing

Purpose

1.1. Streamline the secure storage, retrieval, and sharing of sensitive leasing and contract documents.
1.2. Centralize legal, leasing, and tenant files to reduce manual errors and compliance risks.
1.3. Provide secure audit trails for document access and document versioning.
1.4. Ensure regulatory compliance (e.g., GDPR, CCPA) and prevent unauthorized document access or data leaks.
1.5. Enable automated expiry, renewal notifications, and role-based document sharing for apartment rental contracts.

Trigger Conditions

2.1. New lease or contract is created or finalized.
2.2. Document is uploaded via web form or email inbox.
2.3. Signatures completed via digital signature platforms.
2.4. Lease renewal or expiry date approaches.
2.5. Permission/request for document access initiated by staff or tenant.

Platform Variants

3.1. DocuSign
• Feature: Connect via REST API to monitor completed envelopes; auto-store PDFs on trigger
• Configuration: Use EnvelopeCompleted webhook for alerts
3.2. Dropbox
• Feature: Use /files/upload endpoint for new documents; set shared link permissions
• Configuration: Configure file request and expiration on shared links
3.3. Google Drive
• Feature: Google Drive API (drive.files.create) for document upload, drive.permissions.create for sharing
• Configuration: Set folder access to specific accounts with expiry
3.4. Microsoft OneDrive
• Feature: Upload via /drive/items/root:/children; set sharing links with /invite
• Configuration: Use sharing link expiration and viewer-only permissions
3.5. Box
• Feature: Box API /files/content for uploads; /files/:id/collaborations for sharing
• Configuration: Use granular user/group access controls
3.6. Adobe Sign
• Feature: Use webhook for Agreement Signed; auto-download and back up to storage
• Configuration: Automate retrieval and move to secure folder
3.7. ShareFile (Citrix)
• Feature: Upload via file API; create encrypted download links
• Configuration: Link expiration and watermark settings
3.8. Egnyte
• Feature: Use Files API for storage; invite collaborators via API
• Configuration: Configure for external guests with time-limited access
3.9. AWS S3
• Feature: S3 PUT method for storage; generate pre-signed URLs for temporary sharing
• Configuration: Server-side encryption and lifecycle policies
3.10. Azure Blob Storage
• Feature: REST API for uploads; generate SAS tokens for limited-time sharing
• Configuration: Access tier and expiry settings
3.11. Google Cloud Storage
• Feature: JSON API for upload; signed URLs for share
• Configuration: Retention policies and role-based IAM
3.12. Zoho WorkDrive
• Feature: API for file storage; set user/role access rights
• Configuration: Custom link sharing with expiration
3.13. Tresorit
• Feature: Encrypted cloud uploads via API; create secure sharing links
• Configuration: Restrict downloads and set link expiry
3.14. pCloud
• Feature: HTTP API for uploads; password-protected links
• Configuration: Enable link statistics and expiry
3.15. Mega.io
• Feature: SDK for secure file upload; link generation with access controls
• Configuration: Expiry on download links
3.16. M-Files
• Feature: REST API to save contracts; workflow for automated sharing
• Configuration: Dynamic permission sets
3.17. SmartVault
• Feature: API uploads; invitation-based client access
• Configuration: Audit log activation
3.18. Citrix ShareFile
• Feature: Upload API; encrypted download links
• Configuration: Expiry and notification settings
3.19. Nextcloud
• Feature: WebDAV or API for upload; share with unique tokens
• Configuration: User/group folder access, expiry
3.20. Sync.com
• Feature: Secure API upload; create share links with permissions
• Configuration: Enforced password and automatic link expiry
3.21. HelloSign
• Feature: Use webhook after signing for automated storage; upload via API
• Configuration: Automate share to target storage system
3.22. Notion
• Feature: API upload attachments into secure pages; page sharing with guests
• Configuration: Restrict guest sharing window
3.23. Slack
• Feature: Files.upload API to store contract, share with role-based channel
• Configuration: Delete file after time interval automatically
3.24. Monday.com
• Feature: Post signed docs via API, attach to item/pulse; share with team
• Configuration: Set document viewing rights and automations

Benefits

4.1. Reduces manual handling and errors in lease/contract document management.
4.2. Ensures regulatory compliance with secure storage, logging, and sharing.
4.3. Automates renewal and expiry alerts to avoid missed deadlines.
4.4. Prevents unauthorized access and traces all document activities.
4.5. Supports seamless remote collaboration between rental agency staff and tenants.
4.6. Minimizes risk of lost, misfiled, or leaked documents through systematic, automated processes.

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