Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
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.
Merge each request's PDF links into a single filed document.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.