AI-Agents for Document Control in Document Review working with Microsoft SharePoint

Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.

Flag Duplicate Files

Flag exact copies before project documents change hands.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Email New File Links

Email 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.

Works with27 tools
Find Duplicate Files

Flag 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.

Works with27 tools
Request Missing Authority Forms

Request power of attorney forms missing from the signed-file folder.

Missing power of attorney forms become clear tasks for requesters before legal approval continues.

Works with33 tools
Convert HTML Files

Store 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.

Works with6 tools
Convert Image to Text

Post text from linked document images beside review tasks.

Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.

Works with11 tools
Convert Images to Text

Bundle text from project document scans with source labels.

Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.

Works with4 tools
Convert PDFs to Markdown

Convert 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.

Works with6 tools
Extract Image Text

Convert incoming image files into linked review documents.

Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.

Works with6 tools
Extract PDF Links

Keep extracted PDF links beside each source file for review.

Get a clean list of web links beside every new PDF in your shared folder, including addresses hidden behind clickable text.

Works with5 tools
Hold Proof Decisions

Mark approval decisions that reference an outdated file revision.

Keep reviewers aware of changes to a proof before they act on a decision. Your task shows the mismatch and asks for confirmation.

Works with7 tools
Published by Creative Review Essentials
Merge PDF Documents

Store merged PDFs in the shared folder and link each request.

Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.

Works with6 tools
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