Docnify StrawberrySomeone still has to send document. It does not have to be you
A companion works the 3 operations your Docnify account exposes. It can send a document and create a document from template, and every one of those waits on an approval card showing the document before it changes.
Open the document. Check it against something else. Write the change. Move to the next one. That is the Docnify afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a document until you approve it.
What it can do is exactly what Docnify exposes to an account you authorise and nothing beyond it: 3 operations, no reads and 3 writes. In practice that means it can send a document, create a document from template and add a recipient to document, and work across the documents and recipients.
The Docnify API stops at Docnify. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which Docnify documents does a companion see?
In the tab.
Docnify exposes no read operation to a connected account, so a companion opens Docnify in the session you are already signed into and reads the screens you would.
The documents are what most of this inventory is about, alongside the recipients. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of Docnify admin becomes a queue you review.
Can it change a document without asking?
All 3 write operations wait for you.
A companion can send a document, create a document from template and add a recipient to document, and each one is staged on an approval card first: you see the document, the field and the new value before it lands in Docnify.
Nothing in Docnify is sent, changed or deleted on your behalf without that click, and a rejected card leaves the document exactly as it was. The gate is the same one on every surface, described at security.
- Send Document
- Create Document From Template
- Add Recipient To Document
Can the documents pass run every Monday?
Yes.
Saved as a routine, the Docnify documents pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the documents, the Docnify documents sweep among them, and finished runs are published at real runs.
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