AI-Agents for Document Controllers in Project Management in Document Review

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Flag Duplicate Files

Flag exact copies in project folders before document handoffs.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Email New File Links

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.

Works with27 tools
Find Duplicate Files

Mark extra project documents and email each matching group.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Merge Handoff PDFs

Merge linked project files into one ordered PDF for handoff.

Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.

Works with
Assign PDF Rework

Link the reviewed PDF to the original maker’s rework task.

Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.

Works with5 tools
Recheck Revised Drawings

Link the current drawing to its earlier decision before handoff.

Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.

Works with8 tools
Log Proof Decisions

Record approval decisions against specific proof revisions.

Keep a clear history of who approved or rejected each campaign proof, even when the review board status changes later.

Works with6 tools
Prepare Document Reviews

Check file versions before linking them to review packets.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with6 tools
Published by Approvals Essentials
Recheck Drawing Reviews

Catch drawing revision changes before old approvals move ahead.

Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.

Works with12 tools
Recheck Revised Drawings

Link drawing revisions to prior sign-offs for review.

Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.

Works with10 tools
Merge PDFs for Review

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.

Works with5 tools
Reopen Delivery Reviews

Keep the replaced file and earlier sign-off linked to the new review.

Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.

Works with7 tools
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