Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Your new hire packet matches the hire's details and stays private on their record. HR gets a chat request to review it.
Get new hire packet forms ready for HR review, with details from HR's request filled in and the hire's remaining fields clearly marked.
Your new hire packet reaches the right person in private chat, and HR can see which signatures still need follow-up.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Your next agenda starts with a clear record of what the team decided. Find open items and the recording in the same note.