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Create client document folder and attach to account

Create client document folder and attach to account

New account records without a documents folder leave your sales and billing teams searching for contracts. This creates and links a folder so reps find files immediately.

Create client document folder and attach to account

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Overview

Implement this once and eliminate the manual step of creating and linking file folders for every new account. Your reps and billing staff get instant access to a structured folder from the account record, reducing onboarding friction and lost documents the same day.

Create client document folder and attach to account