Archive canceled platform folders on CRM status change
Archive canceled platform folders on CRM status change
Platform records set to canceled leave folders in active drives, causing misfiled files and slow handoffs. Files are moved to the canceled accounts folder so operations can find records before audits.
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Overview
When a platform record flips to canceled, its drive folder can remain in active storage and create audit friction. This flow archives that folder automatically so operations and program coordinators can retrieve canceled account documents within minutes and avoid audit delays.