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Automated Data Governance

Data governance is the practice of managing files in a structured, secure, and compliant way throughout their entire lifecycle. It involves deciding where files are stored, who has access, how long they are retained, how they are protected, and how each interaction is tracked. Strong governance is essential for preventing errors, securing sensitive data, and complying with policies such as GDPR, HIPAA, and internal standards.

Automated data governance means putting these policies into action through rules and workflows that run in the background without relying on individuals or third party scripts. Instead of manually deciding how long to keep files, where to store them, or how to share them securely, Files.com lets you define these rules so the system enforces them automatically.

For example, Files.com can apply expiration policies, rename files on upload, encrypt content, and log user activity without manual intervention. Whether files are uploaded through the web interface, Desktop app, API, or protocols like SFTP, the platform enforces folder routing, naming rules, encryption, and other controls consistently.

Why Data Governance Matters

As businesses grow and more files are exchanged across departments and with external partners, the risk of mismanagement or exposure increases. Without clear governance, files may be stored in the wrong location, shared without proper access controls, or retained longer than necessary. Over time, this leads to the accumulation of dark data, which is unmanaged or unused information that still consumes storage, poses compliance risks, and creates unnecessary overhead.

Files.com addresses these risks by helping organizations automate file organization, access control, encryption, and expiration, ensuring governance without disrupting day to day work.

Site Administrators can also monitor file activity, enforce upload restrictions, track site level changes in the settings, and apply sharing controls such as watermarking and expiration. The result is a structured, secure, and scalable approach to managing files across both incoming and outgoing workflows.

Files.com's automated data governance features actively maintain structure, enforce controls, and support compliance across your file ecosystem.

Smart Folder Organization Without Manual Sorting

Keeping files organized manually can become unmanageable as volume increases. Files.com solves this by automating folder organization based on how or where the file was uploaded, when it got uploaded, or specific file name or type patterns.

For example, to manage large volumes of call recordings, you can automatically route files into subfolders based on filename patterns, dates, or call IDs. Recordings can be sorted into a folder structure like Year/Month/Day using regex rules, eliminating the need for manual sorting.

Another example is routing files uploaded via a public Inbox to a private Pending Review folder for internal vetting, while invoices from the accounting team can be directed into /Departments/Finance/Invoices. Combined with permission controls and folder structure locking, this approach ensures consistent organization and prevents accidental folder modifications or misplacement.

Automatically Expire and Archive Old Files

Storing files indefinitely not only clutters your storage but can also pose compliance and security risks. Files.com allows you to apply expiration policies that automatically delete or archive files after a specific period of time without requiring manual cleanup. These expiration durations can be set at the folder level based on your business or regulatory needs.

For example, you might configure a folder to delete temporary reports after 7 days, while another folder retains signed contracts for 365 days before archiving them. This ensures that retention is based on clearly defined policies rather than relying on users to clean up files manually.

To streamline cleanup even further, you can configure folder organization rules to move files into subfolders based on their modified date or created date. For instance, files last modified two years ago can be automatically routed to an archival subfolder, and that subfolder can be configured with an expiration rule to delete its contents after 7 days. This allows you to target and clean up old files in a structured, automated, and predictable way, helping you stay compliant while avoiding unnecessary storage growth.

Retain Data as Long as You Need

Not all files are meant to be deleted right away. Files.com supports long term retention strategies for content that must be kept for regulatory, legal, or operational reasons. You can retain files in specific folders for months or even years, depending on your needs, and configure automated archival or removal when that period ends. This helps you meet retention requirements without relying on manual effort.

In addition, Files.com allows administrators to retain backups of deleted files for a defined period. Even after a file is deleted, whether manually or through an expiration policy, it can still be recovered during the configured retention window. For example, if your site is set to retain deleted files for 30 days, any file removed within that time can be restored by an Site Administrator. This protects against accidental deletion and ensures that important files are not lost too soon.

Retention of deleted files is fully configurable, giving your organization control over how long deleted content remains available for recovery. Combined with folder based retention rules and archive workflows, this feature supports a reliable and policy driven data lifecycle.

Lock It Down With Archive-Only Mode

Some files must be stored immutably, so they can't be edited, renamed, or deleted later. Files.com supports this through Archive Only Mode, which is enabled at the site level and applies to all files and folders on that site. Users can upload new content, but they cannot modify or delete anything after upload. This mode is typically used by regulated customers who are seeking to use a Files.com site as a storage archive for data retention compliance or regulatory purposes.

Because Archive Only Mode is permanent and cannot be disabled once enabled, it is recommended to activate it on a dedicated Child Site rather than your primary one. This approach ensures critical files remain secure, unaltered, and preserved exactly as required.

Enforce File Name Standards

Inconsistent file naming leads to confusion, errors, and failed integrations. Files.com lets you define rules to automatically rename uploaded files using patterns such as uploader name, timestamp, or original file extension. This improves traceability and makes searching easier. For example, a file named report.pdf can be automatically renamed to finance_report_2025-01-01.pdf. You can also restrict uploaded files to match a certain naming convention using regular expressions or limit the maximum filename length to prevent issues with third-party integrations, legacy systems, or file path limits on operating systems.

Encryption Without the Overhead

Files.com simplifies encryption by allowing administrators to automatically encrypt files on upload using GPG or PGP public keys. Just as important, it supports automatic decryption when files are received, making it easier to process and forward secure content without requiring users to manage encryption keys manually. This is especially useful when working with external partners, such as vendors or healthcare providers, who expect strong encryption but don’t have access to your internal tools. Encryption settings can be applied globally, per folder, or as part of an automation workflow.

Organize and Classify Files with Custom Metadata

Files.com allows users to add custom metadata to files and folders using key-value pairs. This helps classify and organize content based on status, department, compliance tags, or business-specific details.

For example, a claims processor can label documents with fields like Status or Patient ID to track claim progress. Compliance teams can mark folders as Sensitive for auditing purposes. Metadata can also support external system integration using fields like Invoice ID or Customer Number. Notes and Priority Color further enhance visibility by highlighting important files with visual cues and inline instructions.

Stay Informed With Smart Alerts

Files.com can notify Site Administrators or users when specific governance events occur, such as when files are added, modified, or deleted. Notifications help keep teams aware of activity across sensitive or high-traffic folders. Alerts can also be triggered for actions like file uploads to restricted folders, files nearing expiration, or when a file violates size or naming rules.

Notifications can be delivered through various channels including email, webhooks, or integrations like Slack, allowing teams to respond quickly and stay in control of file activity. These alerts can be set per user, group, or folder, helping your organization stay proactive and responsive.

Filter and Block Problematic Uploads

To prevent sensitive content from being mishandled, Files.com supports file filtering based on name patterns, extensions, and regular expressions. For example, you can block files with .exe or .zip extensions from being uploaded, or restrict files that don’t follow naming policies.

Files.com automation workflows can act on files based on file name pattern matching. This allows you to move or delete files that meet specific naming criteria using wildcards, date patterns, or character sets. For example, you can configure a move or delete automation to target files starting with today’s date or containing keywords like paid or file types like *.pdf. This helps enforce naming policies and keep sensitive or misnamed files from being left in the wrong location.

Branded, Traceable Sharing

External file sharing often introduces risk. Files.com helps mitigate this by allowing you to enforce governance policies on Share Links. You can automatically apply watermarks to files, configure download expiration dates, require password access, or limit download counts. Watermarks can include identifying information like the downloader’s email or timestamp, making leaks traceable and discouraging unauthorized redistribution.

Turn Inboxes Into Governed Pipelines

Inboxes allow external users to submit files without needing an account, but without governance, this can create disorganization or risk. Files.com turns Inboxes into fully governed workflows by supporting access controls, structured organization, and upload policies.

You can require users to register before uploading files and even set a password to restrict access to your Inbox. Watermarks can be applied automatically to uploaded documents, helping trace shared files and reduce the risk of unauthorized distribution.

To keep incoming files organized, you can enable a setting that automatically places each submission into a separate subfolder. This prevents files from different users from being mixed together. If registration is also required, you can customize the subfolder naming template using registration data such as the uploader’s email address or form fields ensuring uploads are neatly categorized.

Once received, uploaded files can be renamed, encrypted, routed to a secure folder, or subjected to upload restrictions such as file type limits or naming rules. This ensures consistency, traceability, and policy enforcement, even when files are submitted anonymously or from outside your organization.

Governance With Full Visibility

Every file action in Files.com is logged, including uploads, downloads, renames, deletions, and permission changes. These logs are accessible in the web interface and can be forwarded to your SIEM for centralized analysis. Integration with platforms such as Splunk, Sentinel, Datadog, New Relic, and Sumo Logic helps you meet audit requirements, conduct security investigations, and monitor user activity in real time. This level of visibility supports governance at scale and provides clear evidence of compliance.

Integrate Governance Into Your Entire Stack

Files.com is built to integrate with your existing systems, including CRM, ERP, and document management platforms. Files routed through Files.com can be renamed, encrypted, and processed before syncing with external storage or business applications. This ensures governance policies are applied consistently across every file movement, even when files originate from or are delivered to systems outside of Files.com.

Conclusion

Files.com provides the tools you need to manage, organize, secure, and automate file handling at scale. With expiration rules, folder structure controls, naming conventions, encryption workflows, upload restrictions, and real time visibility, you can build a governance framework that enforces your business policies without slowing down your teams.

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