50+ pre-built workflows for DocFila Pilot, Studio, and Rooms. One-click install. Customize in plain English. Or contribute your own.
Weekly receipt round-up. Scan receipts, extract amount + vendor, push to Sheets, email weekly summary.
Invoice chaser. Watch unpaid invoices, send reminders day 7/14/30.
Quarterly tax pack. Auto-bundle every receipt into a quarterly PDF for your accountant.
Contract intake. Email arrives → classify → route to right reviewer → track in dashboard.
NDA-on-demand. Counterparty fills form → NDA generated → signed both ways → filed.
Clause review. New contract → Ask flags non-standard clauses → sends summary to legal.
Listing pack. 3D capture → AR floor plan → flyer in Studio → published to MLS.
Disclosure room. Per-buyer Room with NDA gate, audit log, expiry.
Closing folder. Auto-bundle every signed doc into a closing PDF.
Offer letter pipeline. Generate → SSO-route to candidate → sign → file → notify hiring manager.
Onboarding pack. Day-1 forms, IDs, NDAs, handbook ack — signed and filed before they start.
Offboarding archive. SCIM trigger → export employee folder, revoke access, retain per policy.
Patient intake. Form → extract → populate EHR-ready record → consent signature.
Insurance pack. Bundle visit notes, codes, ID into a billable claim PDF.
Records release. Patient request → HIPAA-compliant Room → audited delivery.
Site assessment. Photos + AR measurements + signed change order → one PDF.
Daily reports. Photos from crew phones → auto-bundled daily PDF → emailed to GC.
Punch list. Walkthrough → annotated photos → sub assignments → track to close.
Built a Pilot workflow that saves you hours? Submit it to the gallery. Featured templates get attribution, traffic, and a share of any new Pro upgrades they drive. Email templates@docfila.com.
Create a clean invoice PDF with client details, line items, taxes, payment terms, signatures, and secure storage in DocFila.
Use template → FinanceGenerate receipt PDFs for payments, deposits, reimbursements, and tax records with DocFila.
Use template → OperationsCreate purchase order PDFs with vendor details, line items, delivery instructions, approvals, and signatures in DocFila.
Use template → SalesPrepare a bill of sale PDF for vehicles, equipment, furniture, and personal property with DocFila.
Use template → HRWrite a professional resignation letter, export it as a PDF, and keep career documents organized in DocFila.
Use template → HRCreate employment offer letters with role details, start date, compensation, conditions, and e-signatures in DocFila.
Use template → ContractsCreate an independent contractor agreement PDF with scope, payment terms, IP, confidentiality, and signing workflow in DocFila.
Use template → BusinessDraft a letter of intent PDF for business deals, partnerships, hiring, real estate, or transactions with DocFila.
Use template → LegalPrepare a demand letter PDF for unpaid invoices, contract issues, property damage, or formal requests with DocFila.
Use template → OperationsCreate meeting minutes PDFs with attendees, decisions, action items, votes, attachments, and secure records in DocFila.
Use template → CorporatePrepare board resolution PDFs for approvals, officers, banking, contracts, equity, and corporate records with DocFila.
Use template → FormsCreate a client intake form PDF for onboarding, service requests, contact details, consent, and document collection in DocFila.
Use template →Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.