Pass on decisions, carry revision notes, open supplier setup. 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.
Send project welcomes once the client brief and folder link are ready.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send new project clients their first steps and shared folder link.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
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.
Turn rejected PDF reviews into assigned rework tasks.
Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.
Hold the drawing handoff until a coordinator reviews the changes.
Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.
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.
Hold delivery until changes to a reviewed proposal get checked.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Keep changed deliverables on hold until reviewers see the new version.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.