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.
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.