Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Create project folders by ID and flag duplicates before files are added.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
Add missing approved sections to the job folder without duplicates.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
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.
Move project files into the right folders and flag name conflicts.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Pair final agreement files with verified signing evidence.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Create approved phase folders without duplicating existing ones.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
Create standard project folders and verify section access.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
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.
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.
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.