Unfiled tray …
Documents that arrived without a certain home — an email attachment whose sender the matcher could not place, or an upload nobody assigned. File each one to its company below. A suggestion chip means the filename or the email mentioned that company; click it to file in one move. Reject keeps the document and its audit trail but takes it out of every working list.
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Add documents
Drop files here, or click to choose. Up to 25 MB each — PDFs, images,
scans, spreadsheets, anything the client sent.
Documents by company
Pick a company above to see everything we hold for it.