Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
Convert uploaded spreadsheets into CSV files for the next handoff.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.