Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Send project reviewers links to files added for their review.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Flag matching project files and show which copy is oldest.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
Link each approved project to its shared folder without duplicating one.
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.
Get the awarded job's folder link and any access question in chat.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
Keep project folders current and receive a list of unclear files.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Deliver a checked partner tracker CSV after approving the view.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Link project folders to handoffs and flag missing details.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
Prepare a shared project workspace with sections and access checks.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
Merge project PDFs into one packet for review.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.