Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
File marked correspondence and send owners the archive link.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Complete emailed PDF merge requests and reply with the finished file link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Save attachments from the office inbox in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Reply to colleagues' recording requests with editable transcripts.
Get an editable transcript back in the same email thread. Review speaker turns and unclear speech at marked times.
Send incident report drafts with missing details flagged for the director.
Get a daycare incident report draft by email, with conflicting accounts and unanswered questions visible before you review it.