# Industries - Tech & IT > CloudFiles automates IT document workflows, securing contracts, licenses, and compliance reports with AI-powered speed and collaboration. ## 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. [Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-technology-and-it-hero) *Trusted by the best in the business* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight ## Tailored for every tech & IT sector Custom solutions for software, cloud, hardware, and IT services. ### Software 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 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 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 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. Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant) [Security overview](/security) *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. [Learn more](/salesforce/document-types/intake-form/) - **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. - **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. - **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. - **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. - **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 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 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 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 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 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 has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended." — **Jeremy Ahoyo, Atlante** > "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 Talpallikar, Aviva** > "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 Davuluri, W. 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 Mencias, Mālama 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 Salib, BDA 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 Villalobos, The 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 Ady, Anteriad** > "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 Chacón, Sagicor** > "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 Pashkin, Rainforest Alliance** ## Book your personalized demo You're one click away from smarter docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week. [Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-technology-and-it-footer)