Check requests, collect missing files, open approval tasks. 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.
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.
Send the client kickoff email and report any missing project details.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
Seek owner approval before adding partners to a project channel.
People can join the Microsoft Teams shared channel they need without joining the whole team. You get a clear answer when access needs approval.
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.