Attach the right files to your review packet. Every one is ready to run, and you can adjust it in plain language.
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.