Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Put photographed document text on pending approval requests.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Deliver checked roster CSVs with exceptions for the next team.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Attach verified packet files before handing requests to reviewers.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Send ready agreements and place signed PDFs in the team's final folder.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Add late request files to the original approval item.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Deliver a dated extract colleagues can use for monthly reviews.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Send incomplete approval requests back with a list of missing files.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.