Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
Attach current project files before approval review.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Send approved project contracts to signers in the required order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved subcontract agreements to each subcontractor.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Send approved project agreements to the listed signers and note the request.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Keep draft quotes current when the project scope changes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
Attach late submittal files to the pending project review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Attach updated material quotes to the original purchase requests.
Your approver sees the supplier's new quote on the original purchase request, with a link back to the buyer's task.
Tie jobsite card purchases to receipts in the shared expense log.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
Combine bid proposals and supporting PDFs into one packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Return subcontract approvals with missing contract files for correction.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.