For business owners: prevent missed client file handoffs
For business owners: prevent missed client file handoffs
Business owners miss client uploads in shared folders, causing handoff delays and missed follow-ups. Log uploads to a central project sheet so operations verify files and begin next steps.
Overview
Missed client uploads create handoff delays and stalled projects for business owners. Centralizing upload metadata into your project sheet ensures operations verify submissions and begin next steps faster, eliminating missed follow-ups and cleaning up handoffs.
Notable Features
- Capture file metadata to project sheet
- Tag uploads by file type
- Notify operations of new submissions