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Create client contract and invoices folders from uploads

Create client contract and invoices folders from uploads

Your contract PDFs arrive unfiled in the intake folder, delaying sales handoffs and billing. It creates a client folder and invoices subfolder and moves files for same-day access.

Create client contract and invoices folders from uploads

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Overview

Unfiled contract PDFs create manual busywork and delay billing; this flow ensures each contract lands in a client folder with a ready invoices subfolder so reps and billing have one authoritative file location. Expect files organized and accessible the same day, removing a common blocker to invoicing.

Create client contract and invoices folders from uploads