Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Your source index gets transcripts for new watchlist videos every Monday, plus a dated list of videos with no accessible transcript.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
You get a dated queue of daily incident report drafts. Each material incident has its own report for you to review.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.