Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Assemble project document pages into one PDF in the requested order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
File signed client contracts and share links with project teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
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.
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.
Assemble approved forms for each new crew member into a checked PDF.
Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.
Stage state forms for new field crews and flag outdated copies.
Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.
Set up awarded job folders for construction file handoffs.
Your project lead gets a construction project folder and its chat link after an award announcement, with any code or access questions called out.
Combine project documents in order and share the finished PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
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.
Collect approved files for new site hires in one packet folder.
Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.
File signing evidence beside completed subcontracts.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.