Automatic archiving of signed contracts

Purpose

1.1 Automate archiving of digitally signed contracts for scaffolding rental services within the quotation and contract processing workflow.
1.2 Ensures automated secure, consistent, and compliance-driven storage of contract PDFs after digital signature is captured.
1.3 Automates document lifecycle management, granting traceability, versioning, and retrievability for corporate equipment rental agreements.
1.4 Establishes audit trails automatically and integrates archiving with notification, indexing, and cross-platform access across document repositories and business apps.

Trigger Conditions

2.1 Trigger when a contract is electronically signed through an e-signature platform.
2.2 Trigger upon receipt of signed file in a specified mailbox or shared folder.
2.3 Trigger when contract completion is notified via webhook or REST API from signature service.
2.4 Trigger by an update in a contract management system flagging contract as “signed/completed”.

Platform Variants

3.1 DocuSign
• Feature: Connect REST API event “Envelope Signed”; archive PDF to chosen cloud storage using “Envelopes:get” and storage API.

3.2 Dropbox
• Setting: “File Upload” webhook; automate contract upload into secure folder and organize by client ID/date.

3.3 Google Drive
• Function: Use “Files: create” API with workflow to autoupload and tag signed PDFs.

3.4 Microsoft SharePoint
• Feature: “File Created” trigger in designated document library and automate with Microsoft Graph API for storage and metadata tagging.

3.5 Adobe Acrobat Sign
• Setting: “Agreement Completed” webhook; automate file extraction and storage via REST API.

3.6 Box
• Feature: “Upload Event” trigger; apply auto-foldering with Box API “POST /folders”.

3.7 OneDrive Business
• Setting: “File Created” trigger; automate archiving to folders using Microsoft Graph.

3.8 Egnyte
• Feature: Automator “File event webhook”; archive contracts and apply retention policy.

3.9 Zoho WorkDrive
• Setting: Use “Upload API” and “Webhook” for automatically archiving new signed files.

3.10 AWS S3
• Function: “PutObject” API for automated archiving, versioning and Glacier tier offloading.

3.11 Azure Blob Storage
• Feature: “BlobCreated” event; automate with Event Grid Function to sort and archive.

3.12 Google Cloud Storage
• Function: “Object Finalize” event trigger to move contract to legal-archives bucket.

3.13 PandaDoc
• Setting: API “Document Completed” webhook; automate retrieval and archiving with “Get Document” API.

3.14 SignNow
• Feature: “Document Completed” webhook; fetch signed documents and automate archive to storage.

3.15 Slack
• Feature: “File Shared” event; automate archiving to dedicated storage on contract sign-off channel.

3.16 Trello
• Setting: “Card Moved to List” trigger; automate attachment download and save to document repository.

3.17 Monday.com
• Feature: “Item Status Changed” to “Signed”; automate file export and archiving.

3.18 Salesforce
• Setting: “Contract Status Changed” outbound message; automate document archiving via custom Apex trigger.

3.19 M-Files DMS
• Feature: “Object State Change” event; automate moving documents to ‘Signed Contracts’ vault.

3.20 HubSpot
• Feature: “Deal Stage Changed” trigger; download contract attachment and automate archive to storage.

Benefits

4.1 Automates error-free, timely contract archiving supporting legal compliance and audits.
4.2 Speeds up contract lifecycle through event-driven automated storage.
4.3 Reduces manual labor and risk with automated versioning, indexing, and access permissions.
4.4 Enables automated integration with notification, CRM, and collaboration tools for full contract visibility.
4.5 Supports automated disaster recovery with cloud backups and redundancy.
4.6 Achieves fast, automated discovery of contract records for queries and reviews.
4.7 Enhances client service by automating document workflow and retrieval.