Compliance and Audit ProcessesPurpose
1.2. Ensures compliance, reduces manual intervention, and automates the entire lifecycle of corporate documents.
1.3. Protects sensitive data by automatically applying retention schedules and automating disposal to minimize risk of data breaches.
1.4. Facilitates audit trails and reporting necessary for corporate compliance in property management.
Trigger Conditions
2.2. Triggered by achievement of defined retention period based on document metadata dates.
2.3. Initiated by periodic scheduled jobs (e.g. nightly, monthly).
2.4. Triggered by updates in compliance regulations (API webhook/alert integration).
2.5. Triggered by manual override or legal hold requests from compliance officers.
Platform Variants
• Feature: Retention Labels (Information Management Policies)
• Configuration: Automate applying labels via Graph API and schedule item disposal using retention policy settings.
3.2. Google Workspace (Drive & Vault)
• Feature: Retention Rules in Vault
• Configuration: Automate rule creation via Vault API to schedule retention and automatic deletion.
3.3. Box
• Feature: Retention Management
• Configuration: Automate policies via Box Governance API to manage retention and automating disposition actions.
3.4. Dropbox Business
• Feature: Dropbox Teams API / Data Governance Policies
• Configuration: Automate retention schedules and automatedly dispose of files via Dropbox API endpoints.
3.5. DocuSign
• Feature: Envelope Retention Policies
• Configuration: Set automated envelope purging using DocuSign Admin API.
3.6. Egnyte
• Feature: Lifecycle Management
• Configuration: Automate policy setup and scheduling through Egnyte Public API.
3.7. M-Files
• Feature: Metadata-driven Workflows
• Configuration: Configure automated workflow triggers and retention rules via M-Files REST API.
3.8. Laserfiche
• Feature: Automated Records Management
• Configuration: Automate retention automation through Laserfiche Workflow Configuration and SDK integration.
3.9. SAP Document Management System
• Feature: Records Retention Cockpit
• Configuration: Automate retention scheduling via SAP DMS API.
3.10. OpenText Content Suite
• Feature: Automatic Retention & Disposition
• Configuration: Setup auto scheduling via OpenText Content Server API.
3.11. Alfresco
• Feature: Records Management
• Configuration: Automate retention policies and automated disposition using Alfresco ADF REST API.
3.12. IBM FileNet
• Feature: Automated Lifecycle Management
• Configuration: Configure and automate retention using FileNet API and rules engine.
3.13. Citrix ShareFile
• Feature: Data Lifecycle Management
• Configuration: Set automations for retention and disposition via ShareFile API.
3.14. NetDocuments
• Feature: Retention Policies
• Configuration: Automate retention periods and automate deletion via NetDocuments REST API.
3.15. Zoho WorkDrive
• Feature: Data Retention Controls
• Configuration: Configure workflows to automate document lifecycle using Zoho WorkDrive API.
3.16. Smartsheet
• Feature: Automated Workflows
• Configuration: Use Smartsheet Automation Rules API for scheduled archival and disposal.
3.17. Monday.com
• Feature: Automations (Docs Module)
• Configuration: Setup automated workflows and add API triggers for document retention milestones.
3.18. ServiceNow
• Feature: Records Retention Workflow
• Configuration: Automate record lifecycle via Flow Designer and Records APIs.
3.19. Jira Service Management
• Feature: Automation Rules
• Configuration: Setup automated workflow rules to archive or delete compliance documents on trigger.
3.20. Adobe Document Cloud
• Feature: Document Expiry Settings
• Configuration: Automate document expiration and deletion via Adobe Document Cloud REST API.
Benefits
4.2. Ensures cost savings by automating data storage management and deleting unnecessary records.
4.3. Strengthens audit readiness by auto-generating logs of all document disposals.
4.4. Reduces manual intervention, freeing staff for higher-value compliance automation initiatives.
4.5. Enforces automated security and privacy controls on sensitive property management documents.
4.6. Accelerates corporate response to legal holds and regulatory changes via automatedly updated workflows.
4.7. Standardizes document lifecycle management across diverse cloud and on-premise platforms.