Secure upload portal for compliance documentation

Purpose

1. Automate secure upload and management of compliance documentation from clients to ensure regulatory adherence for power plant projects.

2. Automator facilitates timestamped, versioned, and encrypted document submissions to support annual and ad-hoc governmental and operational audits.

3. Automated notifications, audit trials, and document access logs to ensure transparency in compliance management processes.

4. Automating version control and tracking document approval workflows to accelerate compliance and reduce manual oversight.

Trigger Conditions

1. On client invited to compliance upload portal.

2. On approaching compliance reporting deadlines.

3. On policy or regulatory updates requiring new document submissions.

4. On detection of missing/expired compliance documents in storage.

5. Automated scan of email inbox or Slack/Teams for inbound compliance documentation attachments.

Platform Variants

1. Microsoft SharePoint

• Feature/Setting: Configure document libraries, automator for upload notifications, automated access permissions.
  

2. Google Drive API

• Feature/Setting: Set up automated folder creation, grant client access, trigger event webhook on upload.
  

3. Box Platform

• Feature/Setting: Enable Box Skills for automated compliance document classification and workflow, audit logs.
  

4. Dropbox Business API

• Feature/Setting: Automated file request links for clients, create automated folder structures by project/client.
  

5. OneDrive for Business

• Feature/Setting: Automate access management and compliance document expiry reminders.
  

6. DocuSign

• Feature/Setting: Automated document request and routing workflows for e-signature and version logging.
  

7. Adobe Acrobat Sign

• Feature/Setting: Automator for document upload and multi-party sign-off processes.
  

8. Egnyte

• Feature/Setting: Automated permissioning, compliance certified storage, and upload notification rules.
  

9. Jotform

• Feature/Setting: Automate secure upload forms that route files to encrypted storage, notify compliance team.
  

10. Formstack

• Feature/Setting: Automated upload portal with workflow triggers for compliance verification steps.
  

11. AWS S3 (Amazon Simple Storage Service)

• Feature/Setting: Presigned URLs for secure automated uploads, Lambda functions to trigger on file addition.
  

12. Azure Blob Storage

• Feature/Setting: Automated SAS token generation, monitoring compliance uploads with event grid triggers.
  

13. Google Cloud Storage

• Feature/Setting: Automated signed URLs for external compliance submissions, automate IAM role assignment.
  

14. M-Files

• Feature/Setting: Automate metadata-driven compliance portal, track and automate document lifecycle.
  

15. Citrix ShareFile

• Feature/Setting: Automated secure upload links, notification workflows, audit trails.
  

16. Slack

• Feature/Setting: Automator to post/upload compliance files directly to a channel, automate reminders.
  

17. Microsoft Teams

• Feature/Setting: Automate file requests via Teams message, automate saving to connected compliance folder.
  

18. Zapier

• Feature/Setting: Automate triggers across compliance document submissions (forms, emails, storage).
  

19. Power Automate

• Feature/Setting: Automate file upload collection and approvals, conditional routing to compliance officers.
  

20. SFTP Gateway (e.g., Files.com, ExaVault)

• Feature/Setting: Automate SFTP upload links for clients, triggers for new file automation (scan, notify).
  

21. Ironclad

• Feature/Setting: Automate contract / compliance docs upload and automate workflow for review and archive.
  

22. PandaDoc

• Feature/Setting: Automated document collection and compliance e-signature requests.
  

23. Salesforce Experience Cloud

• Feature/Setting: Automated partner/client upload portals with assignment and workflow based on user roles.
  

24. Confluence

• Feature/Setting: Automate compliance page creation and file upload permissions based on deadlines.
  

25. monday.com

• Feature/Setting: Automated compliance upload board with file column, deadline automation, and alerts.
  

Benefits

1. Automates compliance documentation intake, improving timing and accuracy of regulatory submissions.

2. Automator reduces manual labor and risk of data breaches with automated encryption and access controls.

3. Automated notifications and reminders drastically reduce late or missing compliance document risks.

4. Supports automated audit trails and reporting, simplifying annual inspections and regulatory reviews.

5. Automating compliance information collection boosts data integrity, version control, and workflow transparency for power plant consulting teams.