CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
CloudFiles for technology and IT
From contract approvals to product documents, CloudFiles helps tech teams manage, share, and track critical files with ease. Handle licenses, compliance reports, or infrastructure blueprints faster and more securely with AI-powered automation.
Trusted by the best in the business
Tailored for every tech & IT sector
Custom solutions for software, cloud, hardware, and IT services.
Software
- Automate software license agreements and compliance tracking
- Securely manage API documentation and product roadmaps
- Streamline contract approvals with version control and e-signatures
Cloud & IT infrastructure
- Manage cloud security compliance documentation with ease
- Automate SLAs and vendor contracts
- Support your own SOC 2, GDPR, and ISO 27001 programmes with built-in audit trails
Hardware & engineering
- Securely share blueprints, patents, and technical documentation
- Automate supply chain paperwork and vendor agreements
- Improve collaboration on product development with real-time access control
IT service management
- Automate incident reports and IT policy documentation
- Manage IT audits and compliance workflows efficiently
- Track service requests and approvals with AI-powered insights
Why CloudFiles
Why CloudFiles for Technology & IT?
Smarter Document Management for faster, secure, and compliant workflows.
Automate documentation & compliance
Generate, manage, and track contracts, NDAs, and SLAs while ensuring regulatory compliance.
AI-powered data processing
Reduce manual data entry by 80%—extract insights from tech specs, security policies, and compliance reports instantly.
Secure IP & technical documentation
Keep confidential product roadmaps, API docs, and patents protected with encryption and access controls.
Seamless contract & vendor management
Simplify software licensing, streamline vendor agreements, and ensure smooth contract approvals.
Real-time collaboration across teams
Enable developers, IT admins, and legal teams to securely share, track, and edit documents in real time.
Integrate with your existing tech stack
Sync seamlessly with Salesforce, cloud storage solutions, and DevOps tools for an uninterrupted workflow.
Security & compliance
Stay industry compliant
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Document types
Key document types we handle
Securely manage technical, financial, and operational documents with full metadata control, AI automation, and built-in compliance.
IT service intake forms
Digitize and route client onboarding, issue reporting, and support request forms. Auto-classify requests, trigger workflows in ITSM tools (like Jira or ServiceNow), and extract structured data for SLAs.
Coming soon
Compliance documentation
Manage SOC 2, ISO 27001, HIPAA, GDPR, and internal security policies. Automate access reviews, tag sensitive fields, and maintain audit trails with AI-driven metadata extraction.
Coming soon
Vendor contracts & NDAs
Ingest and auto-tag MSAs, SLAs, NDAs, and DPAs. Track expiration, renewal terms, and risk clauses. Enable secure e-signature workflows and cross-departmental collaboration.
Coming soon
Architecture diagrams
Securely store product blueprints, infrastructure diagrams, and system architecture documents. Enable version tracking, controlled sharing, and real-time collaboration between engineering and product teams.
Coming soon
Product documentation
Auto-organize API docs, SDKs, user manuals, and changelogs. Sync with product portals or CRMs. Maintain version control and automate doc updates from Git or internal wikis.
Coming soon
Incident reports
Capture and automate routing of postmortems, root cause analyses, and downtime logs. Use AI to extract incident type, affected systems, timelines, and action items—ideal for audit prep and compliance reviews.
Purpose-built solutions
For fast-moving tech & IT teams.
Customer onboarding & ticket intake
Automate service intake and client onboarding to reduce turnaround time and improve SLAs. Ideal for SaaS providers, IT service desks, and support teams.
- Auto-extract customer info, issue category, and priority from onboarding or intake forms
- Trigger onboarding workflows and task assignments directly within Salesforce using Flow automation
- Trigger provisioning workflows, SSO setup, or user role mapping based on form data
Security & compliance documentation
Stay audit-ready with automated organization of SOC 2, ISO 27001, and access policy documents. Critical for InfoSec, DevSecOps, and compliance teams.
- Auto-classify and store security artifacts like pentest reports, risk assessments, and DPA records
- Enforce folder structure, naming policies, and retention rules per compliance framework
- Maintain immutable audit trails for all document actions (upload, edit, access, delete)
Contract & NDA management
Simplify management of vendor, partner, and client contracts. Ideal for legal, procurement, and RevOps.
- Extract renewal dates, payment terms, and data-sharing clauses from MSAs, NDAs, and SOWs
- Route contracts for approval or e-signature using Salesforce Flow or DocuSign APIs
- Auto-organize documents by vendor, contract type, or region in integrated cloud storage
Incident tracking & audit readiness
Enhance incident documentation for engineering, security, and IT compliance teams.
- Auto-extract key details like severity, impacted systems, and timestamps from incident reports
- Log structured incident records directly into Salesforce for traceability and compliance
- Trigger internal reviews, alerts, or remediation tasks using Salesforce Flows
Product documentation & version control
Centralize and manage engineering, QA, and product enablement documents.
- Ingest and version technical specs, API docs, release notes, and SDKs
- Auto-tag docs by sprint, version, or feature using metadata extraction
- Sync with product portals or customer support knowledge bases (e.g., Confluence, Notion)
CloudFiles is a game-changer for Tech & IT
But don’t just take it from us.
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAviva
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama Solar
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA Partners
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLP
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest Alliance
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