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Create client file folder and update database record

Create client file folder and update database record

You mark projects won without a client folder, delaying handoffs and scattering files. The workflow creates and links a client folder so coordinators access files the same day.

Create client file folder and update database record

Overview

Manual folder setup after a project closes creates delays and misplaced files that slow delivery. This flow guarantees a shared client folder is created or reused and linked to the record, so coordinators and owners have access to starter files the same day.

Create client file folder and update database record