Document & Knowledge ManagementPurpose
1.2. Automatedly maintain document history, rollbacks, and audit trails for knowledge assets.
1.3. Automate triggers to archive obsolete documents and automatically ensure access control and security of legacy files.
1.4. Create automation workflows for categorizing, tagging, and storing archived documents in defined repositories.
1.5. Automate notifications, reminders, and status updates to document owners/managers on version and archiving events.
Trigger Conditions
2.2. Automation detects updates in metadata attributes (status, author, tags) or automatedly flagging time-based triggers.
2.3. Manual invocation by authorized user for immediate version archiving automation.
Platform Variants
• Feature/Setting: Automate Document Versioning and Retention Policy; use SharePoint REST API (/_api/web/lists) for automated archiving.
3.2. Google Drive
• Feature/Setting: Google Drive API — Watch for “modifiedTime” changes, automate moving files to Archive folder.
3.3. Dropbox
• Feature/Setting: Dropbox Business API — “files/list_folder” for version tracking, automate archiving using “files/move_v2”.
3.4. Box
• Feature/Setting: Box API — “POST /folders/:folder_id/copy”; automate archiving when versions exceed defined threshold.
3.5. Atlassian Confluence
• Feature/Setting: Confluence API — “GET /content/{id}/version”; automate archiving with “PUT /content/{id}” update to archive state.
3.6. GitHub
• Feature/Setting: GitHub API — “Repos API /repos/{owner}/{repo}/commits”; automate document version tagging and archiving to branch.
3.7. GitLab
• Feature/Setting: GitLab API — “Repository Commits API”; automate archiving by moving outdated files to tagged branches.
3.8. Notion
• Feature/Setting: Notion API — “PATCH /pages/page_id”; automate update of status “archived”, and automate movement to archive database.
3.9. Zoho WorkDrive
• Feature/Setting: WorkDrive API — “POST /files/{file_id}/move”; automate transfer to Archive folder if date or version threshold met.
3.10. Egnyte
• Feature/Setting: Egnyte API — “/pubapi/v1/fs-ops/move”; automate file movement based on policy automation triggers.
3.11. AWS S3
• Feature/Setting: S3 Lifecycle Policies; automate archival class transfer after document age/version threshold.
3.12. Azure Blob Storage
• Feature/Setting: Blob Storage Lifecycle Management; automate rules for version archiving and cold storage transfer.
3.13. Alfresco
• Feature/Setting: Alfresco API — “POST /nodes/{nodeId}/versions”; automate move to archive folder via content automation services.
3.14. OpenText Content Suite
• Feature/Setting: Automated document retention and archiving by Policy Automation using IM Services API.
3.15. M-Files
• Feature/Setting: M-Files API — Workflow Automation for status changes, automate moving objects to archive vaults.
3.16. Documentum
• Feature/Setting: DFC or REST Services — automate object versioning and archival to structured repositories.
3.17. Nextcloud
• Feature/Setting: WebDAV API/File Version App — automatically suspend old versions to archive folder.
3.18. Monday.com
• Feature/Setting: Monday API — “change_column_value” to automate document status, trigger archiving automation.
3.19. Salesforce Files
• Feature/Setting: Salesforce Files API — “ContentVersion” object changes; automate archival by status update and folder movement.
3.20. SAP Document Management System
• Feature/Setting: SAP DMS API — Automate status change to ‘Archived’, robust automation of old document retention.
Benefits
4.2. Reduces labor by automating repetitive archiving and version control tasks.
4.3. Ensures security by automatedly restricting access to archived versions.
4.4. Automator triggers systematic document cleanup and lifecycle management.
4.5. Minimizes risks of accidental deletion by automating secure version retention.
4.6. Automated workflows maintain up-to-date audit trails and version logs.
4.7. Improves business efficiency and knowledge searchability by automation.