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Create and organize financial planning resources in ShareFile from Podio updates

Create and organize financial planning resources in ShareFile from Podio updates

Create organized financial planning resources by updating items in Podio, generating corresponding folders in ShareFile, and linking relevant URLs for easy access, ensuring faster resource management and improved collaboration.

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Overview

Create organized financial planning resources by updating items in Podio, generating corresponding folders in ShareFile, and linking relevant URLs for easy access, ensuring faster resource management and improved collaboration.

Create and organize financial planning resources in ShareFile from Podio updates

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