Share files, deliver transcripts, send review assets. 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.
Email job notes and attached files to named project contacts.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Flag copied project documents before handing over a shared folder.
You can review marked extra copies and their locations before handing a shared folder to another team.
Email project reviewers links to new plans placed in the review folder.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Email a weekly list of matching project documents and their locations.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
Send approved project handoff notes and files to each site contact.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Send approved packets to new crew members and report what went out.
Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.
Locate shared job files and report access problems to the requester.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
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.
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.