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.
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.
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.
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.
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.