Centralized document management and sharing

Purpose

1. Centralized document management and sharing automates the storage, organization, version control, secure access, and collaborative workflow of all architectural and engineering model files, design documents, technical drawings, project plans, and communications, enabling project teams to automatedly access, share, review, and update project documentation from any device or location, ensuring accuracy, compliance, and project continuity.

2. Automates document distribution to team members and clients, with permission management and audit trails for all changes, significantly reducing manual document handling, version confusion, and data silos within design and engineering model making projects.

Trigger Conditions

1. Upload of new project documents, models, or revisions by any project stakeholder.

2. Task assignment, project stage transition, or completion of design review cycles.

3. Approval or feedback submitted for model files or drawing packages.

4. Scheduled backup or archival points for document repositories.

5. Receipt of external files from clients or engineering partners.

Platform Variants

1. Google Drive

• API: Files: create, Files: export
  
• Automates uploading, folder structuring, sharing, and permissioning for project documents.
  

2. Microsoft OneDrive

• API: driveItem: createUploadSession, Permissions: add
  
• Automates document uploads, access rights assignment, and cross-team collaboration.
  

3. Dropbox

• API: /files/upload, /sharing/create_shared_link_with_settings
  
• Automates file storage, sharing link generation, and auditing activities.
  

4. Box

• API: Folders: create, Collaborations: create
  
• Automates folder creation, external collaborator invites, and document versioning.
  

5. SharePoint Online

• API: /_api/web/lists/getbytitle('Documents')/items
  
• Automates creation of document libraries, workflow approval, and compliance tracking.
  

6. Autodesk BIM 360 Docs

• API: Data Management API: Projects, Files
  
• Automates engineering model uploads, reviews, access control, and field collaboration.
  

7. Egnyte

• API: /v1/fileops/upload, /v1/permissions
  
• Automates file ingest, sharing, granular access, and auditing.
  

8. M-Files

• API: /objects, /vault/automaticpermissionsettings
  
• Automates classified document upload, workflow routing, and policy enforcement.
  

9. Citrix ShareFile

• API: /Folders, /Items/Upload
  
• Automates project folder and document provisioning, secure external file sharing.
  

10. Zoho WorkDrive

• API: /v1/files/upload, /v1/teamfolders
  
• Automates team folder management, permission sharing, automated notifications.
  

11. Adobe Document Cloud

• API: /restapis/v2/transientDocuments, /agreements
  
• Automates document uploads, digital signatures, and distribution to stakeholders.
  

12. DocuWare

• API: /platform/FileCabinets, /platform/Documents
  
• Automates central capture, workflow distribution, automated retention policies.
  

13. pCloud

• API: /uploadfile, /sharefolder
  
• Automates file upload, secure sharing, and synchronized project updates.
  

14. OpenText Content Suite

• API: /api/v2/nodes, /api/v2/permissions
  
• Automates content repository structuring, advanced metadata, and workflow approvals.
  

15. Alfresco

• API: /alfresco/api/-default-/public/alfresco/versions/1/nodes
  
• Automates collaborative editing, versioned storage, automated access management.
  

16. Nextcloud

• API: /ocs/v2.php/apps/files_sharing/api/v1/shares
  
• Automates internal/external sharing, user/group permissions, folder sync.
  

17. Slack (for document sharing)

• API: files.upload, files.sharedPublicURL
  
• Automates distribution of design models to team channels, stakeholder notifications.
  

18. Monday.com

• API: file column type, board updates
  
• Automates attachment of reviewed documents to project items, status triggers.
  

19. Smartsheet

• API: /sheets/{sheetId}/attachments, /workspaces
  
• Automates file version posting to sheets, permissioned workspace sharing.
  

20. Notion

• API: /v1/pages, /v1/blocks
  
• Automates document embedding, permissions for design documentation, template versioning.
  

Benefits

1. Automates secure, permission-based document access and sharing for distributed teams.

2. Streamlines model updates, reducing version errors and manual handoff work.

3. Enables audit-ready compliance for engineering processes with automated change tracking.

4. Minimizes miscommunication by automating real-time notification of new documents or revisions.

5. Automates integration of project documents in central dashboards for fast oversight and decision-making.

6. Automated backups and archiving preserve project continuity and intellectual property over the project lifecycle.