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Create case folder and link to registration record

Create case folder and link to registration record

Your registrations lack a linked folder, leaving coordinators hunting for case documents. Get a named case folder and a linked reference on the record for faster access within minutes.

Create case folder and link to registration record

Overview

Unlinked registrations force coordinators to hunt for documents and stall handoffs. This flow creates a named folder and pins its reference to the case record, making files discoverable and speeding handoffs within minutes.

Create case folder and link to registration record