Document Management & CompliancePurpose
1.2. Automatedly enforce folder naming conventions, access permissions, and required sub-document sets for every engineering project, reducing manual errors and ensuring project auditability and compliance.
1.3. Automate linking or syncing these organized repositories with client portals or project management systems, automating secure access and distribution for stakeholders.
Trigger Conditions
2.2. Automated receipt of project kickoff approval, contract signing, or SOW acceptance detected via email or electronic signature workflows.
2.3. Automated arrival of project creation data from CRM, quotation, or client onboarding forms submitted by technical or sales teams.
Platform Variants
3.1. Microsoft SharePoint
• Feature/Setting: Automate folder and file structure provisioning via Graph API `/sites/{siteId}/drive/items/{parentId}/children` with automated permissions assignment (`/permissions`).
3.2. Google Drive
• Feature/Setting: Automate folder creation and permissions using Drive API `files.create` and `permissions.create` endpoints; integrate with Google Apps Script for custom templates.
3.3. Dropbox Business
• Feature/Setting: Automate folder structure setup via Dropbox Business API `/files/create_folder_v2` and automate user management via `/team/members/add`.
3.4. Box
• Feature/Setting: Automate project workspace creation using Box API `/folders`, automate access rights via `/collaborations`.
3.5. Egnyte
• Feature/Setting: Automate folder creation on project event using Egnyte REST API `.folders.create` and automate permission provisioning `.permissions.create`.
3.6. OneDrive for Business
• Feature/Setting: Automate project document libraries via Graph API `/drive/root/children` and automate permission controls using `/invite`.
3.7. Amazon S3
• Feature/Setting: Automate S3 bucket/folder creation with AWS SDK `createBucket` and automate policy application (`putBucketPolicy`).
3.8. Atlassian Confluence
• Feature/Setting: Automate space and page provisioning via REST API `/wiki/rest/api/space` for technical documentation organization.
3.9. Notion
• Feature/Setting: Automate database and page creation for project documentation via Notion API `pages.create` and `databases.create`.
3.10. Monday.com
• Feature/Setting: Automate file column creation and automating document linking using Monday API `create_item` and file upload methods.
3.11. Asana
• Feature/Setting: Automate attachment and documentation tasks on project creation using Asana API `tasks.attachments` automator endpoints.
3.12. Trello
• Feature/Setting: Automate new card and attachment organization, linking shared drive folders with Trello API `POST /cards/{id}/attachments`.
3.13. Smartsheet
• Feature/Setting: Automate workspace/folder and attachment management using Smartsheet API `POST /workspaces` and `POST /folders`.
3.14. M-Files
• Feature/Setting: Automate electronic document vault creation using M-Files API `CreateObject` for compliant document management automation.
3.15. Zoho WorkDrive
• Feature/Setting: Automate folder and team workspace setup using Zoho WorkDrive API `POST /v1/workspaces`, permission automation via `POST /permissions`.
3.16. Citrix ShareFile
• Feature/Setting: Automate creating client folders and permission sets with ShareFile API `Folders_Create` and automating `Access Control List (ACL)`.
3.17. NetDocuments
• Feature/Setting: Automate workspace/folder population on project start via NetDocuments API `createWorkspace` and automated security settings.
3.18. Alfresco
• Feature/Setting: Automate site and document library setup using Alfresco API `/sites` and automate rule-based folder population.
3.19. IBM FileNet
• Feature/Setting: Automate project folder and document class instantiation with FileNet API `createFolder` and automate access policies.
3.20. SAP Document Management System
• Feature/Setting: Automate document structure and workflow triggering via SAP DMS API `CreateFolder` and automate assignment of authorizations.
3.21. Slack
• Feature/Setting: Automate notification and shared drive folder sharing on project channel creation via Slack API `files.upload` and automating workflow steps with Slack Workflows.
3.22. GitHub
• Feature/Setting: Automate project repository Wiki or Documentation folder provisioning upon repo creation with GitHub Actions or API `POST /repos/{owner}/{repo}/contents/`.
3.23. Jira
• Feature/Setting: Automate project-specific document task creation and link project drive folders using Jira API `POST /issue` and attachments automation.
3.24. Salesforce
• Feature/Setting: Automate integration with Salesforce Files or linking/creating documentation folders using Salesforce API `ConnectApi.Chatter.FeedItems.create`.
3.25. Autodesk BIM 360 Docs
• Feature/Setting: Automate project folder structures via Forge API `POST /projects/:project_id/folders` for engineering documentation automation.
Benefits
4.2. Automates compliance by enforcing documentation standards from project start.
4.3. Reduces risk of misplaced or misclassified documents through automation.
4.4. Automates access provisioning to ensure only relevant stakeholders see sensitive files.
4.5. Enhances engineer productivity by automatedly providing structured, ready-to-use repositories.
4.6. Streamlines audits and reporting through automated versioning and access logs.
4.7. Facilitates client communication by automating shared folder linking to project portals.
4.8. Improves onboarding of new engineers with automators creating consistent documentation spaces.
4.9. Automates synchronization across platforms, preventing silos and increasing data integrity.
4.10. Scales documentation control without human bottlenecks, ready for rapid project expansion.