AI-Agents for Document Control in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Keep checked PDF links tied to the right source rows.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
10 toolsPut project document pages in order and attach the finished PDF.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsSave screenshot transcripts for shared document review.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
8 toolsFlag exact copies before project documents change hands.
You can review marked extra copies and their locations before handing a shared folder to another team.
30 toolsEmail document reviewers the name and link of each new file.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
27 toolsFlag identical project documents across subfolders for review.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
27 toolsAssemble project report pages into one shared PDF and send its link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 toolsRecord duplicate project file actions and email which copy was kept.
Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.
26 toolsAssemble project files in the listed order and share one PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsRequest power of attorney forms missing from the signed-file folder.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsStore checked PDFs beside their HTML sources for retrieval.
Your team can pick up a readable PDF beside a finished HTML file, after its text and layout pass a check.
6 toolsConvert revised PDFs with source references and review notes.
Get Markdown from PDFs in your knowledge-base folder, with questionable pages called out for your editor to review.
6 tools
