Attach the right files to your review packet. Every one is ready to run, and you can adjust it in plain language.
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.
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.