Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Archive emailed project files under the names they arrived with.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Send approved project agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Create each approved job's folder by project ID and share its link.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
Sort job files into project folders and flag naming conflicts.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Send approved subcontract agreements to signers and link requests to the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Create project phase folders before delivery teams take over.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
Route project agreements to required signers and flag unsigned contracts.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Send approved project agreements for signature and confirm the send date.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.