Agents help Document Controllers keep project files current and easy to find.
Assemble project PDFs in the page order listed on each 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.
Store the original email beside each named attachment.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Save ordered project report pages as one PDF in the shared folder.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Keep emailed project documents in the archive under their original filenames.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Place flagged project attachments in the right folder and flag conflicts.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Locate the right project file and flag any link access problem.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
Recover emailed project files without overwriting existing copies.
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 project PDFs in manifest order and send the owner a link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Merge linked project files into one ordered PDF for handoff.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Locate requested project files and flag uncertain matches.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
Mark duplicate project files across shared document folders.
Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.
Find exact copies of project files and record each kept location.
You can clear exact duplicate files from a shared folder and see what stayed, what went to trash, and what still needs your choice.