Secure collection and storage of legal documents for each transaction

Purpose

1.1. Securely automate, track, and archive all legal documents related to each art transaction, ensuring full regulatory compliance and efficient operational flows.
1.2. Automate the digital intake, validation, categorization, storage, and retrieval of sales contracts, provenance papers, import/export licenses, and finance records.
1.3. Support art dealer regulatory needs by automatedly applying access controls, encryption, lifecycle management, and audit trails to all transaction documents.
1.4. Reduce manual errors, standardize document automation, and accelerate compliance reporting via automated workflows.

Trigger Conditions

2.1. Automated trigger on completion of a sales transaction in CRM or POS.
2.2. Automator listens for signed digital document receipt.
2.3. Trigger automation by manual upload to a centralized inbox.
2.4. Initiate automaton when email with attachment arrives to a designated address.
2.5. Trigger by webhook from e-signature platform marking documents as signed and ready.

Platform Variants

3.1. DocuSign
• Feature/API: Connect webhook to "Completed Envelope" event for automated document capture.
3.2. Adobe Acrobat Sign
• Feature/API: Use REST API "agreements: GET" endpoint for automation of signed PDFs export.
3.3. Dropbox
• Feature/API: Automate "File Request" and "New File in Folder" for document intake, archiving, permissions.
3.4. Box
• Feature/API: Automated storage via "Upload File" API, access policies with "collaborations" endpoint.
3.5. Google Drive
• Feature/API: Automate upload with "Files: Create" API, encrypt and organize with "Drive Permissions".
3.6. Microsoft OneDrive
• Feature/API: Automate "upload" and "create sharing link" endpoints, auto-classify files by metadata.
3.7. Salesforce
• Feature/API: Use triggered Flow Automation with "Files Connect" and "Document Object" events.
3.8. Clio
• Feature/API: Law practice management upload API, automate file assignment to matters/transactions.
3.9. Ironclad
• Feature/API: Automate via "API: Workflow Completed" for legal contract intake and archiving.
3.10. PandaDoc
• Feature/API: Automate with "Document Completed" webhook, move to secure drive and log.
3.11. Egnyte
• Feature/API: "Upload" and "Sharing Links" endpoints for automated, secure sharing and filing.
3.12. SharePoint
• Feature/API: Automate with "Create file" in document library, apply access policies with Power Automate.
3.13. AWS S3
• Feature/API: "PutObject" API, automate encryption, folder structure, and access keys.
3.14. Google Workspace
• Feature/API: "Drive Activity API" for audit trails, automate triggers on file changes.
3.15. Slack
• Feature/API: "Files.upload" for automating legal doc drop, notify compliance via scheduled automator.
3.16. Zapier
• Feature/API: Automate multi-platform flows (new file triggers, attachment parsing, folder creation).
3.17. HubSpot
• Feature/API: CRM automation to attach documents to deals using "Engagements API" upon transaction close.
3.18. M-Files
• Feature/API: Metadata-driven automator for secure document categorization and retention automation.
3.19. Tresorit
• Feature/API: End-to-end encrypted "File Upload API", automate sharing and expiry policies.
3.20. Citrix ShareFile
• Feature/API: REST "upload" API; automate document request handling with permission automation.

Benefits

4.1. Automatedly eliminates manual handling, reducing human error and risk.
4.2. Ensures secure, encrypted storage and compliant file lifecycle management.
4.3. Speeds due diligence and audit response times using preconfigured automations.
4.4. Centralizes document workflow, automating assignment, retention, and access.
4.5. Scalability through automatable, policy-driven logic for high document volumes.