Manage customers examples

Business workflow

Documents & approvals

Collect project files, review submissions, and request missing information.

The problem

Required files and approvals get buried in email threads.

Try this

Attach a sample image or PDF, choose its purpose, and switch to Business view to review it or request a replacement.

How it helps

Keep project documents and review decisions together with a visible checklist.

Build around your business

Discuss document intake.

Keep project documents and review decisions together with a visible checklist.

Could connect to: Customer accounts, secure file storage, project checklists, and notifications.

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