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.
Save ordered screenshot text in the shared review folder.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
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.
Send project reviewers the name and link of each new document.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
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.
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.
Place signed PDFs and their audit pages in the right client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Put text from linked document images on the review task.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
Create linked review documents from incoming image files.
Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.
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.