Create application folders in client drive for new records
Create application folders in client drive for new records
Your application records lack a standard file structure, scattering contracts and invoices across drives. Create a client folder tree and starter files so managers can start reviews the same day.
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Overview
When application records advance, missing or inconsistent file locations stall payouts and signatures. This flow creates a complete client folder tree and drops starter templates so account managers can access required documents and start processing the same day.