Add verified company KYC reports into company legal folder

Your KYC reports sit on CRM company records, making legal files hard to find for deals. They are placed into the company legal folder for immediate access by sales ops and account managers same day.

Overview

When company KYC links are buried on CRM records, account teams waste time digging for legal files during onboarding and renewals. This flow pulls each referenced report and places a copy into the company legal folder so sales ops and account managers have the files ready same day.