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Create case folder and update record with link

Create case folder and update record with link

BPO case records often lack a shared folder, causing delayed handoffs and lost file context. Files are available same day when a structured folder is created and linked.

Create case folder and update record with link

Overview

When case records lack a shared folder, coordinators and IT waste time locating files and handoffs stall. This flow creates a structured shared drive folder, writes its link back to the CRM, and notifies the team so files are accessible same day.

Create case folder and update record with link