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Create case folder and link to case record

Create case folder and link to case record

When new cases lack a linked folder, your intake stalls and staff waste time searching for documents. You get a new folder linked on the case record so files are organized and available same day.

Create case folder and link to case record

Overview

Manual folder creation and missing links slow intake and increase risk of misplaced documents. This workflow creates a case folder, moves any template shortcut, and writes the folder link to the case record so project managers and clerks have organized access same day.

Create case folder and link to case record