Update document request status in Finmo, filter requests, find folder in Dropbox, and create folder if needed
Update document request status in Finmo, filter requests, find folder in Dropbox, and create folder if needed
Organize client files by updating document request statuses in Finmo, filtering conditions, and managing folders in Dropbox. This ensures efficient access to documents and faster client onboarding.
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Overview
Organize client files by updating document request statuses in Finmo, filtering conditions, and managing folders in Dropbox. This ensures efficient access to documents and faster client onboarding.