Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
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.
Prepare emailed contact cards as a CSV for coworkers to review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.