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Create client document folder and attach to deal record

Create client document folder and attach to deal record

Your form submissions for legal reps arrive as scattered attachments and delay onboarding. Files are saved to a client folder and linked to the deal so onboarding can finish same day.

Create client document folder and attach to deal record

Overview

Manual collection of legal representative documents slows onboarding and creates compliance bottlenecks. This flow stores submitted files in a client folder and pins the folder link to the deal, enabling onboarding and compliance to complete verifications same day.

Create client document folder and attach to deal record