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Create client certificates and reports in project folders

Create client certificates and reports in project folders

You log certificate and report requests in a table, but manual creation and filing delay consultant handoffs. Documents are populated from templates and filed into the client folder for same-day delivery.

Create client certificates and reports in project folders

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Overview

When certificate and report requests pile up, consultants wait and program coordinators spend time manually creating documents. This flow generates templated documents from submitted requests and files them in the correct client folder, enabling same-day delivery and cleaner handoffs.

Create client certificates and reports in project folders