Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Add readable photo text to requests before the approval handoff.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Place the roster CSV and rows needing review in the handoff folder.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Link verified packet files to forms before reviewer handoff.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Send approved agreements to clients and file the signed PDFs.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Add follow-up files to the original approval item.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Give requesters a specific list of files missing from contract packets.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.