Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Combine listed PDFs into one file for each ready request.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
Archive marked correspondence and send the folder link to its owner.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Put requested report pages in order and send back one PDF link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Save files from the office inbox in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Reply to recording requests with editable transcripts attached.
Get an editable transcript back in the same email thread. Review speaker turns and unclear speech at marked times.
Save attachments from flagged correspondence and send the folder link.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Retrieve attachments from past correspondence for colleagues.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
File meeting notes with invitees and recording links.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Combine meeting readings into one PDF packet linked on the agenda.
Your meeting readings come together in presentation order, with a single packet link on the agenda for attendees.
File meeting notes for colleagues to find later.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
File meeting notes beside recordings for the team to find.
Your team gets readable notes beside new meeting recordings, with decisions and follow-ups ready to review.