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Automated document storage and organization by client/project

Purpose

1.1. Automate the storage and organization of documents by specific client or project to ensure all compliance, agreements, invoices, and correspondence are centralized.
1.2. Automatedly collate, categorize, and tag files to reduce manual work, prevent data loss, and speed up audit responses.
1.3. Enforce document retention policies and track document versions for regulatory compliance using automation.
1.4. Automate permissions per client/project, restricting and granting access for team members, clients, or auditors as required.

Trigger Conditions

2.1. New client onboarding form submitted.
2.2. Digital contract or service agreement signed.
2.3. Uploaded document to a shared drive/email attachment received.
2.4. Invoice creation or modification in accounting system.
2.5. Scheduled compliance report due date.
2.6. Document expired or up for review.
2.7. New project code or client folder detected by automated folder monitoring.
2.8. Status change in CRM or equipment reservation.

Platform Variants


3.1. Microsoft SharePoint
• Feature/Setting: Automated document library creation per client/project; set up using SharePoint API — `CreateLibrary`, `SetPermissions`, `CreateFolder`, `UploadFile`

3.2. Google Drive
• Feature/Setting: Automate folder generation, metadata tagging via Google Drive API — `files.create`, `permissions.create`, `files.update`, `files.list`

3.3. Dropbox Business
• Feature/Setting: Automated project folder structuring and file moving using Dropbox API — `filesCreateFolderV2`, `filesMoveV2`, `filesListFolder`

3.4. Box
• Feature/Setting: Automated folder creation, workflow management, automated retention via Box API — `folders.create`, `files.upload`, `metadata.create`, `retention_policies.create`

3.5. OneDrive for Business
• Feature/Setting: Automate folder setup, move/upload documents using OneDrive API — `drive/root/children`, `permissions`, `upload`

3.6. DocuSign
• Feature/Setting: Automate document capture when e-signature is completed via DocuSign API — `EnvelopeCompleted` webhook, `envelopes/listDocuments`, `envelopes/downloadPDFs`

3.7. Adobe PDF Services
• Feature/Setting: Automate document generation, conversion, and routing via Adobe PDF API — `CreatePDF`, `CombinePDF`, `UploadDocument`

3.8. Egnyte
• Feature/Setting: Automate document permissions, folder creation, compliance tagging via Egnyte API — `POST /folders`, `PUT /permissions`, `GET /audit/entries`

3.9. Zoho WorkDrive
• Feature/Setting: Automate client/project folder setup, organizing, using Zoho WorkDrive API — `CreateFolder`, `AddUser`, `UploadFile`

3.10. M-Files
• Feature/Setting: Automates document classification and workflow based on metadata; trigger via M-Files API — `Object Create`, `Set Property`, `Workflow Trigger`

3.11. NetDocuments
• Feature/Setting: Automates creation of workspaces, document filing, and security tagging via NetDocuments REST API — `POST /workspaces`, `PUT /security`

3.12. Laserfiche
• Feature/Setting: Automates document capture, classification, OCR, and filing via Laserfiche API — `ImportDocument`, `StartWorkflow`, `SetMetadata`

3.13. Alfresco
• Feature/Setting: Automates organization by rules, triggers, folder structure through Alfresco API — `POST /nodes`, `PUT /aspects`, `POST /actions`

3.14. OpenText Content Suite
• Feature/Setting: Automates compliance workflows, document archiving, indexing via OpenText API — `CreateDocument`, `CreateFolder`, `StartWorkflow`

3.15. Filevine
• Feature/Setting: Automates document uploads by project/file, assign permissions using Filevine API — `POST /documents/upload`, `POST /projects`

3.16. Smartsheet
• Feature/Setting: Automate file attachments to rows or projects, trigger document actions using Smartsheet API — `attachments.attachFile`, `webhooks`, `row.addAttachment`

3.17. Salesforce
• Feature/Setting: Automate document capture, attachment to records, organize by client using Salesforce API — `Files.Connect`, `Chatter.Files`, `REST API - Attachments`

3.18. Monday.com
• Feature/Setting: Automates creation of boards/folder structures and file uploads; configure via Monday API — `create_board`, `create_folder`, `add_file_to_column`

3.19. Xero
• Feature/Setting: Automate attaching compliance documents to invoices/clients using Xero API — `Files API`, `AttachToInvoice`, `AttachToContact`

3.20. QuickBooks Online
• Feature/Setting: Automates document uploads to transactions/customers via QuickBooks API — `Upload File`, `Attach`, `Get Attachments`

Benefits

4.1. Automates document organization, reducing manual effort and human error risk.
4.2. Automating compliance and document retention meets industry and regulatory requirements.
4.3. Automated, centralized repository simplifies retrieval, collaboration, and audits.
4.4. Automation of access control improves data security by automating permissions by client/project basis.
4.5. Automating reminders and lifecycle management ensures document review and timely disposals.

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