Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
Find the requested project document and flag blocked access.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
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.
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.
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.
Find the right project document from a colleague's clues.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
Check file versions before linking documents to review packets.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Check contract packet versions and flag missing files for correction.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Mark each new proof ready for review or list its missing details.
See whether a newly filed proof has what a reviewer needs, with missing details listed on its library entry.