Secure document sharing with stakeholders

Purpose

1.1. Automate the secure sharing of confidential legal and case documents with internal and external stakeholders in the justice department, ensuring compliance, traceability, and efficient real-time delivery.
1.2. Automates access permissions, ensures sensitive documentation is encrypted in transit and at rest, automates logging, monitors sharing, and records all document access events for internal auditing and legal compliance.
1.3. Enables automated document expiry, download restrictions, stakeholder notification, automated version control, and seamless collaboration while maintaining security posture.

Trigger Conditions

2.1. New document upload or generation in case management system.
2.2. Case status updates or changes requiring stakeholder notification.
2.3. Stakeholder (judge, lawyer, third party) request for access.
2.4. Scheduled periodic document reviews or legal deadlines.
2.5. Automated approval or routing action based on workflow status.

Platform Variants

3.1. Microsoft SharePoint
• Feature/Setting: Automate “Shared link” generation via SharePoint REST API, configure permission scope to ‘view-only’ for external emails.
3.2. Google Workspace/Drive
• Feature/Setting: Automate Drive v3 API for creating file permissions, set file visibility to “Anyone with link” or specific Google Account with “reader” role.
3.3. Dropbox Business
• Feature/Setting: Use Dropbox API /sharing/create_shared_link_with_settings to automate, set expiry dates, password protection.
3.4. Box
• Feature/Setting: Automate Box API /files/:id/shared_link creation, define access (open, company, collaborators), expiration and download restrictions.
3.5. OneDrive for Business
• Feature/Setting: Automator for Microsoft Graph API /shares endpoint, automatedly assign access; restrict download for view access.
3.6. DocuSign
• Feature/Setting: Automated workflow to send documents via DocuSign eSignature REST API and monitor completion.
3.7. Adobe Sign
• Feature/Setting: Automate library document sharing via Adobe Sign API, with email notification triggers and recipient-level access.
3.8. Citrix ShareFile
• Feature/Setting: Automator for /items/Shares API endpoint, configure watermarking and access expiry.
3.9. Egnyte
• Feature/Setting: Automate the Egnyte Public API /fileops/share endpoint for on-demand, secure link creation with download limit.
3.10. Slack
• Feature/Setting: Automate Slack API files.upload or sharing via direct message; control access with user group permissions.
3.11. Salesforce
• Feature/Setting: Automate “Files Connect” with external document sources, configure permissions via API for contact/case-specific sharing.
3.12. Zendesk
• Feature/Setting: Automator for ticket attachment sharing using Zendesk API v2, restrict visibility to designated roles/groups.
3.13. ServiceNow
• Feature/Setting: Automate document sharing through ServiceNow REST Attachments API with workflow-based triggers.
3.14. M-Files
• Feature/Setting: Automate Secure External Share feature via M-Files API for case documents, set notification rules for stakeholders.
3.15. NetDocuments
• Feature/Setting: Automate secure link creation with expiry using NetDocuments REST API, integrate recipient identity verification.
3.16. Tresorit
• Feature/Setting: Automator for app.tresorit.com REST API; configure sharing with encrypted links and granular permissions.
3.17. Kiteworks (formerly Accellion)
• Feature/Setting: Automate Kiteworks API /shares endpoint to automate confidential legal document delivery, with audit trails.
3.18. Zoho WorkDrive
• Feature/Setting: Automate Zoho WorkDrive API for generating share links to Team Folders, set custom expiration and file rights.
3.19. iManage
• Feature/Setting: Use iManage REST API for automating document share and access assignment, set view-only and expiration policies.
3.20. AWS S3 (with pre-signed URLs)
• Feature/Setting: Automator for S3 generate_presigned_url API with limited expiry window and allowed actions.

Benefits

4.1. Speeds up and automates secure document delivery, reducing manual errors and unauthorized leaks.
4.2. Automates compliance with access policies, audit trails, and document retention mandates.
4.3. Automating encrypted, permission-based sharing matches justice department sensitivity requirements.
4.4. Automated notifications and document expiry enhance stakeholder engagement and transparency.
4.5. Supports scalable automation for high-volume document sharing across multiple legal cases and departments.