Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Send approved project handoffs to each recipient and track the results.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Prepare approved tracker extracts and note excluded records.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Merge task PDFs in the requested order and link the packet.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Attach checked PDFs to the same tasks as their HTML drafts.
Your reviewer finds the checked PDF beside the HTML draft on the task, or a note explaining what needs fixing.