Collect client info, create folder, generate document, and send email with access details
Collect client info, create folder, generate document, and send email with access details
Collect your clients' information via Google Forms, create a dedicated folder in Google Drive, generate personalized documents with Google Docs, and send them access details through Gmail for faster onboarding.
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Overview
Collect your clients' information via Google Forms, create a dedicated folder in Google Drive, generate personalized documents with Google Docs, and send them access details through Gmail for faster onboarding.