Document retention and archiving policies enforcement

Purpose

1.1. Automate enforcement of document retention and archiving policies in laser cutting fabrication; ensure compliance, reduce manual errors, streamline storage, and enable audit-readiness.
1.2. Automates identification, classification, retention scheduling, secure archiving, and secure destruction of corporate and operational files, including drawings, client specs, certifications, invoices, and email correspondence.

Trigger Conditions

2.1. Automator initiates on document creation, modification, or upload in storage.
2.2. Scheduled periodic scans (daily/weekly/monthly) for compliance.
2.3. Automated triggers from project management closure or job completion in ERP/MES.
2.4. User-driven action through a dashboard or workflow interface.

Platform Variants

3.1. Microsoft SharePoint
• Feature/Setting: Retention Policy; automate by configuring Information Management Policies and retention labels.
3.2. Google Drive (Workspace Admin)
• Feature/Setting: Vault Retention Rules; automate with DLP API and retention settings.
3.3. Dropbox Business
• Feature/Setting: API for file event webhooks; automate retention via lifecycle rules and Dropbox Team Event API.
3.4. Box
• Feature/Setting: Retention Policies using Box Governance; automate assignment and archiving workflows via Box API.
3.5. Amazon S3
• Feature/Setting: S3 Object Lifecycle Management; automate lifecycle transitions and expiry rules using S3 API.
3.6. Google Cloud Storage
• Feature/Setting: Object Lifecycle Management; automate retention policies using gsutil or Cloud Console API.
3.7. Egnyte
• Feature/Setting: File Lifecycle Automation Rules via Egnyte API; automate scheduled purges and archiving.
3.8. M-Files
• Feature/Setting: Metadata-driven Retention Workflows; automate actions with M-Files Workflow API.
3.9. OpenText Content Suite
• Feature/Setting: Records Management Module; automate compliance through REST API.
3.10. IBM FileNet
• Feature/Setting: Content Lifecycle Management; automate document class retention with FileNet API.
3.11. Alfresco
• Feature/Setting: Records Management and Retention Policies; automate via Alfresco REST API.
3.12. Laserfiche
• Feature/Setting: Automated Retention Schedules; automate purging and archiving via Workflow Designer.
3.13. DocuWare
• Feature/Setting: Retention and Purge Automation via DocuWare Workflow Manager.
3.14. NetDocuments
• Feature/Setting: Retention and Disposition Policies; automate with ndThread API.
3.15. SAP Document Management System
• Feature/Setting: Automated retention rules via SAP ArchiveLink and DMS API.
3.16. Zoho WorkDrive
• Feature/Setting: File Retention; automate via Zoho WorkDrive API.
3.17. Citrix ShareFile
• Feature/Setting: Automated Retention Policies using DLP integration and ShareFile API.
3.18. Smartsheet
• Feature/Setting: Automated document lifecycle workflows using Data Shuttle.
3.19. OneDrive for Business
• Feature/Setting: Data Retention Policy; automate with Security & Compliance Center and Microsoft Graph API.
3.20. HubSpot
• Feature/Setting: Automated email retention workflows using Workflows API for marketing/sales docs.

Benefits

4.1. Automates compliance with regulatory and contractual retention obligations.
4.2. Reduces manual intervention and human error in document lifecycle handling.
4.3. Guarantees auditability and instant documentation retrieval during inspections.
4.4. Ensures secure, automated file purging post-retention reducing risk exposure.
4.5. Saves storage costs by automating timely archival and deletions.
4.6. Automator can be customized for any archive policy logic per project or customer requirement.
4.7. Frees staff from repetitive, error-prone file handling, focusing on value-added tasks.
4.8. Automatable integration across document management, ERP, and email platforms.
4.9. Promotes standardized, automated document governance throughout the corporate hierarchy.
4.10. Automatedly enforces laser cutting project confidentiality and IP protection policies.