Every one is ready to run, and you can adjust it in plain language.
Keep claim correspondence and its attached files together for review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
File flagged claim documents and report attachments needing follow-up.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Combine claim documents in order and share the finished PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.