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Create client document folders and upload received files

Create client document folders and upload received files

You get client documents via webhook and need them filed into project folders or onboarding stalls. Files are placed in named folders for immediate access same day.

Create client document folders and upload received files

Overview

Unfiled client paperwork stalls onboarding and wastes project hours. This flow captures incoming documents and deposits them into named project folders so coordinators and managers get immediate access and teams can start work the same day.

Create client document folders and upload received files