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Digital document verification and storage

Purpose

1.1. Automate capture, validation, and structured storage of student-submitted digital documents (transcripts, ID, certifications) for efficient, secure enrollment.
1.2. Minimize manual review, streamline auditing, enable secure, GDPR-compliant document retention and retrieval for admissions staff and regulatory review.
1.3. Cross-reference documents with application data, flag verification discrepancies, notify applicants and admissions team in case of issues, and enable digital approval workflows.

Trigger Conditions

2.1. New student application submitted via web form or portal.
2.2. Upload or email of required documents (e.g., PDFs, images) to dedicated admissions channel.
2.3. Manual upload by admissions staff via admin console or drag-and-drop.
2.4. Automatic retrieval from integrated application partners or third-party verification services.

Platform Variants

3.1. DocuSign
• Feature: Incoming Envelopes API, use Connect Webhook for real-time completed document notifications.
3.2. Dropbox
• Setting: File Request links configured for each applicant; monitor /Applications/ subfolder for new uploads using Webhooks.
3.3. Google Drive
• Feature: Google Drive API "Files: create" and "Changes: watch" endpoints to capture new uploads; configure Google Workspace OCR.
3.4. Microsoft OneDrive
• Feature: Graph API "DriveItem: createUploadSession" and webhook subscriptions to the /drive/root:/Applications directory.
3.5. Box
• Setting: Box Events API using "ITEM.UPLOADED" event type; utilize Box Skills for document metadata extraction.
3.6. Adobe Acrobat Sign
• Feature: Webhook "agreements" events; PDF text extraction for validation.
3.7. Formstack
• Feature: API "GET /submission" when new application form submitted; file field mapping to central repository.
3.8. Jotform
• Setting: API "GET /form/{id}/submissions"; trigger on "file upload" field population.
3.9. Wufoo
• Feature: Webhook notifications for form entries; "file upload" key parse.
3.10. Zapier
• Setting: Use "New File in Folder" trigger for Google Drive/Dropbox, then route to verification step.
3.11. PandaDoc
• Feature: Document completed webhook; extract and archive PDF data.
3.12. Notion
• Setting: Database with file properties; use Notion integration to sync files into document storage.
3.13. Airtable
• Feature: Attachment field; on new record, extract files for downstream processing.
3.14. Slack
• Setting: Monitor admissions channel via Events API for attachments; use Files Info API for download link.
3.15. AWS S3
• Feature: S3 Event Notifications for PUT events in the /acupuncture-applicants bucket; trigger Lambda for verification.
3.16. Azure Blob Storage
• Feature: Storage Event Grid for blobs created, trigger Logic Apps workflow for validation and archiving.
3.17. Google Cloud Storage
• Setting: Object finalized notifications via Pub/Sub; Cloud Function to classify and verify new files.
3.18. Plaid
• Feature: Identity Verification API when verifying student IDs or financial supporting docs (if required).
3.19. Stripe Identity
• Feature: Use Verification Session webhooks for ID matching and integrable file output.
3.20. HelloSign
• Feature: API "signature_request_signed" event; retrieve signed documents for program compliance.
3.21. OpenCV via Python serverless function
• Setting: Automated OCR check for images; expose API endpoint to process new uploads for text match.
3.22. AWS Rekognition
• Setting: API "DetectText" for verifying authenticity of scanned student documents.
3.23. Microsoft Power Automate
• Feature: Monitor email/Teams/OneDrive for uploads and route through data loss prevention and compliance checks.

Benefits

4.1. Ensures faster admission cycles and immediate feedback to applicants on missing or mismatched documents.
4.2. Reduces data entry labor, minimizes risk of human error, and enforces regulatory requirements (FERPA, HIPAA).
4.3. Enables scalable, auditable, and secure document management with end-to-end traceability.
4.4. Facilitates cross-checking, decision routing, and applicant notification for automated onboarding.

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