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.
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.
Combine linked reports into one PDF for the team handoff.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
File meeting recordings with searchable notes for the team.
Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.