Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn agreement requests into manager signing invitations.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
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.
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.
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.
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.
Turn client contract requests into sent agreements and follow-up dates.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Turn complete requests into assigned approvals with due dates.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.