Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Track each PDF request to a working link or a clear issue.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
Send handoff notes with files to colleagues from the same note.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Email ready handoff notes to named contacts and log each response.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Email ready view exports to the teammate handling each handoff.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Create shared folders from approved project rows and message requesters.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
Enter new contract terms from team chat into the tracker.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
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.
Turn each PDF request into one shared file and return its link.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
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.
Convert handoff workbooks to CSV and report data row counts.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.