Agents help Document Processing Specialists keep incoming records accurate and moving.
Merge requested PDF pages and add the finished file to the 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.
Validate submitted fields and flag exact corrections before entry.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Merge linked report PDFs by page order and reply with one file link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Save emailed records in the archive with their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Extract text from emailed scans and mark words needing review.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
Merge incoming PDFs in the requested order and share one file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Join linked PDFs into one file in the requested sequence.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.