Agents help Document Controllers keep project files current and easy to find.
Link project files to summaries and flag uncertain details.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
File signed project agreements and logs in the final folder.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
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.
Flag repeated files in submitted document packages.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
Attach one ordered PDF packet to the project task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Link a revised SOP to its new review and earlier approval.
Your quality manager gets a linked SOP review showing the new step and required sign-offs before the revised procedure can be released.
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.
Link revised policy versions to the old decision and pending review.
Keep revised policies from moving ahead under an outdated sign-off, with changes and the next review ready for your compliance coordinator.
Share the exact report revision and record who received it.
Your reviewers get a link to the right report revision, and you see who can open it and where delivery needs attention.
File new project documents and flag uncertain matches.
Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.
Keep the replaced file and earlier sign-off linked to the new review.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
Track revised drawing packages against prior approvals and hold handoff.
Your coordinator gets a linked review for changed drawing packages, while handoff waits for a current decision.