Pass on decisions, carry revision notes, open supplier setup. 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.
Send complete trade bid packets to reviewers and log the versions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
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.
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.
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 new clients the signed project scope and a link for shared files.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
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.
Summarize new project agreements and flag contract register gaps.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
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Stage state forms for new field crews and flag outdated copies.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.