Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
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.
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.
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.