Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Put 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.
Log each send result as approved handoff files go to named contacts.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Link the exact rejected PDF and review reason in the maker's task.
Your makers get a rework task with the reviewed PDF and rejection reason, so the next revision starts from the right file.
Link the current drawing to its earlier decision and pending review.
Keep construction work from moving ahead on an outdated drawing decision. Your coordinator gets a linked review when a revision affects a change order.
Keep photo text beside the document link for approval review.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
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.
Create a linked review for each revised manual and prior sign-off.
Your document review and approval process has a clear next step: a linked task with the changes and prior decision for the revised manual.
Keep new packet files with the document review already underway.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Compare changed drawing links with earlier sign-offs.
Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.
Link revised drawings to earlier sign-offs for review.
Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.
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.
Link revised proposal files to the earlier review and current version.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.