Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
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.
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.
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.
Add missing job folders and flag unclear project owners.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
Locate the right plan or project file for a crew's request.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
Join project report PDFs into one file for team review.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Deliver approved construction tracker CSVs with omission counts.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
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.