Secure sharing of documents with partners/clients

Purpose

1.1. Automate secure sharing of asbestos testing reports and documentation with partners/clients for compliance, real-time delivery, and confidentiality.
1.2. Automatedly distribute finalized reports or results post-assessment while maintaining chain-of-custody records.
1.3. Ensure automatable access controls, audit trails, and file integrity verification for partner/client document access.

Trigger Conditions

2.1. Automated completion of the asbestos analysis/report (PDF, Excel, etc.).
2.2. Automating upload of new document to reports repository (SharePoint, Google Drive, etc.).
2.3. Request for report dispatch via CRM, helpdesk, or webform submission (HubSpot, Freshdesk, Typeform, etc.).
2.4. Expiry of review period for internal QA, automating release to partners/clients.

Platform Variants

3.1. Dropbox
• API: /files/share_link_create — automates creation of expiring, password-protected shared links for reports.
3.2. Google Drive
• Feature: “Share with specific people” & Drive API /permissions — automate granting access to download/view reports.
3.3. Microsoft OneDrive
• Feature: “Share link with expiration/password” & /shares API — automate email generation with secure links.
3.4. Box
• API: /shared_links — automator function for secure, timed sharing and access statistics for each report.
3.5. Egnyte
• API: /shared-link — automates custom policies for recipient, expiry, and watermarks.
3.6. DocSend
• Feature: Secure Links — automate sending of document analytics and revoke access in real-time.
3.7. Citrix ShareFile
• API: /Items/{id}/Share — automates rule-based secure distribution with two-factor authentication.
3.8. Tresorit
• API: /links — automates zero-knowledge encrypted report sharing with expiry and tracking.
3.9. Adobe Sign
• Feature: Send in bulk workflow — automatable document distribution with audit trail for legal proofs.
3.10. HelloSign
• API: /signature_request/send_with_template — automates report delivery with e-signature and tracking.
3.11. Docusign
• API: Envelopes:create and Envelopes:views — automates sending reports plus securing recipient authentication.
3.12. SendSafely
• API: /secure-messages — automates encryption and ephemeral access for time-bound document sharing.
3.13. SharePoint Online
• Feature: Unique permissions — automate access provisioning and withdrawal to reports library.
3.14. SFTP Servers (FileZilla, AWS Transfer, etc.)
• Automated SFTP account creation and report deposit with expiring credentials.
3.15. Egnyte Secure File Sharing
• API: /link — automated access rules with DLP (data loss prevention) automating compliance steps.
3.16. Slack
• API: /files.upload — automatic confidential report sharing to private channels with time-limited downloads.
3.17. Proofpoint
• API: Secure Share — automatedly detects confidential reports and sends via secure message links.
3.18. WeTransfer Pro
• API: /transfers — automate uploading to send large reports with password and expiry control.
3.19. Kiteworks
• API: /fileLink — automates encrypted and tracked delivery to partners/clients.
3.20. Zix Secure Messaging
• Feature: Encrypted Message Portals — automates sharing notifications with access logging for compliance.

Benefits

4.1. Automates compliance with privacy laws by using encrypted, auditable sharing.
4.2. Reduces manual effort, risk of human error, and time-to-delivery in automated reporting cycles.
4.3. Enhances partner/client trust with visible, automatable secure access and tracking.
4.4. Automates notifications, revocation, and expiry, reducing risk of unauthorized access.
4.5. Enables high-scale automator workflows for documentation handling, freeing specialist resources.