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Secure document sharing portals

Purpose

1.1. Automate secure document sharing between IP registry officials, clients, and stakeholders to ensure controlled, traceable, and compliant exchange of intellectual property files, notices, and certificates.
1.2. Automates synced access, real-time file updates, expiration management, document signing, secure downloads, watermarking, auditing, and revocation processes under legal and regulatory mandates.

Trigger Conditions

2.1. New intellectual property submissions, approvals, or renewals received.
2.2. Stakeholder or client requests for documentation.
2.3. Automated task deadlines requiring document dissemination or signature.
2.4. Updates or changes to IP status requiring notification automation.
2.5. Periodic or scheduled audits and compliance verifications.

Platform Variants


3.1. Microsoft SharePoint
• Feature/Setting: Automate sharing permissions, automated folder creation, link expiry settings via Graph API.
3.2. Google Drive
• Feature/Setting: Automate file/folder sharing, link generation, and access expiration via Drive API.
3.3. Dropbox
• Feature/Setting: Automated shared folder creation, dynamic permissions, link security via Dropbox API.
3.4. Box
• Feature/Setting: Automate document access, version control, and legal hold using Box Platform API.
3.5. OneDrive for Business
• Feature/Setting: Automate automated access invitations, document syncing, and secure link expiry via OneDrive API.
3.6. Egnyte
• Feature/Setting: Automate secure file links, user provisioning, and advanced auditing via Egnyte Connect API.
3.7. Citrix ShareFile
• Feature/Setting: Automate file requests, encrypted sharing, and audit logs via ShareFile API.
3.8. iManage
• Feature/Setting: Automate matter-centric sharing, access control, secured auditing via iManage Work API.
3.9. NetDocuments
• Feature/Setting: Automate workspace file sharing, permission models, and logging via NetDocuments REST API.
3.10. Adobe Acrobat Sign
• Feature/Setting: Automates contract sharing, digital signature workflows, and status notifications via REST API.
3.11. DocuSign
• Feature/Setting: Automated document sharing for e-signature, recipient management, status updates via DocuSign API.
3.12. BlackBerry Workspaces
• Feature/Setting: Automate file distribution, tracked downloads, and DRM controls via BlackBerry Workspaces API.
3.13. Tresorit
• Feature/Setting: Zero-knowledge sharing automation, link expiry, granular access via Tresorit API.
3.14. Firmex
• Feature/Setting: Automate virtual data room setup, permission groups, and expiry automation via Firmex API.
3.15. M-Files
• Feature/Setting: Automate document lifecycle, workflow automation, secure sharing via M-Files API.
3.16. Citrix Workspace
• Feature/Setting: Automatedly share files, user authentication, and secure file preview automation via Citrix API.
3.17. VDR (Virtual Data Rooms) like Intralinks
• Feature/Setting: Automate workspace invites, document expiry, granular audit trails via Intralinks API.
3.18. Zoho WorkDrive
• Feature/Setting: Automate workspace file access, user provisioning, activity logs via Zoho WorkDrive API.
3.19. Kiteworks
• Feature/Setting: Automate secure access, encryption automation, authorized sharing via Kiteworks API.
3.20. SFTP (Secure File Transfer Protocol) Servers
• Feature/Setting: Automated user onboarding, folder permissions, time-based access automation via SFTP scripts.

Benefits

4.1. Accelerates compliance by automating legal and regulatory sharing needs.
4.2. Reduces manual intervention, automating error-prone human tasks.
4.3. Centralizes document governance for automated audits, tracking, and traceability.
4.4. Enhances stakeholder trust by automating secure, reliable, time-bound file access.
4.5. Enables scalable, automatable document workflows as organizational needs evolve.

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