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Automate Document Permissions with Docupanda

Simplify your document sharing process by automating permissions based on team roles with Docupanda and BambooHR. Ensure consistent and secure access across Google Drive and OneDrive.

When a Document Created
Solution
1. New Document Detection

Trigger automation upon document creation.

Retrieve Team Roles
Solution
2. Fetch Team Roles

Get team roles from BambooHR for permissions.

Check Permissions Checklist
Solution
3. Apply Permissions

Run checklist to apply correct permissions.

Update Document Permissions
Solution
4. Set Permissions in Docupanda

Apply the determined permissions to the document.

Mirror Permissions
Solution
5. Update Google Drive Permissions

Sync permissions to Google Drive.

Mirror Permissions
Solution
6. Update OneDrive Permissions

Sync permissions to OneDrive.

- Repeat -

Automation Benefits

Automation Benefits

Unlock the full potential of your document management with these key benefits.

Secure Document Sharing

Minimize risks of unauthorized document access.

Time-Saving Process

Reduce manual steps in managing document permissions.

Enhanced Collaboration

Streamline document access across teams and platforms.

Consistent Policy Enforcement

Ensure all documents follow organizational policies.

Effortless Compliance

Easily align with compliance standards for document access.

Scalable Solution

Adapt automation as your team grows and changes.

Features

Key Features

Discover how this automation can enhance your document management system.

  • 1
    Automated Permissions Alignment

    Automatically align document permissions with team roles from BambooHR.

  • 2
    Cross-Platform Consistency

    Ensure consistent permissions across Docupanda, Google Drive, and OneDrive.

  • 3
    Enhanced Security Protocols

    Reduce risks of unauthorized access by automating permission settings.

Feature

Outcomes

Expected Outcomes

Implementing this automation can lead to substantial improvements in your document management system.

80%
Reduced Unauthorized Access
95%
Improved Compliance
70%
Increased Collaboration Efficiency

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FAQ

Automation FAQs

Answers to common questions about automating document permissions with Docupanda.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required