Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
6 toolsGet a downloadable CSV from your teams' weekly extracts when the files are usable. See what needs attention in a summary beside it.
5 toolsYour signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsYour signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsYour agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsYour client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsYour agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
11 toolsYou get a clear report of which approved agreements went out for signature and which ones need your attention.
4 toolsYour Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsGet the wording from your public page screenshots in your review log, with links back to the images so you can check unclear passages.
7 toolsGet editable transcripts for your new video and audio recordings, with unclear speech marked so you know what needs another listen.
8 toolsYour morning video requests become readable transcripts, with timestamps and uncertain passages marked for listening review.
5 tools
