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Create and store proof-of-address files in client folders

Create and store proof-of-address files in client folders

Your deal records get proof-of-address files that aren't saved to shared folders, creating filing gaps that slow onboarding. Files are stored in client folders for immediate access before invoicing.

Create and store proof-of-address files in client folders

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Overview

Paperwork gaps between your CRM and shared storage stall onboarding and billing. This flow captures proof-of-address uploads from deal records and deposits them into each client's central folder so onboarding and billing teams have the document available within minutes.

Create and store proof-of-address files in client folders