Automate docs upload & exchange
Automations for document upload, folder templates, and job moves on document events.
Apply folder templates automatically
Automatically create a folder structure for clients by utilizing pipeline automation.
Auto-upload documents with folder templates
Automate file delivery to different clients to the right folder without manual effort.
Move job automatically when e-signature complete
Link document to your job and make automation magic happen once they are fully signed.
Move job automatically when document approved
Link document to your job and make automation magic happen once it is approved.