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Create client folder and add investor brief document

Create client folder and add investor brief document

Your client onboarding files often arrive unlinked to records, causing BD and project teams to search and delay setup. Get organized copies and an updated client record for ready access same day.

Create client folder and add investor brief document

Overview

When client intake arrives without organized files, BD and project teams waste time locating materials and kickoff gets delayed. This workflow provisions a client folder, copies a standard investor brief, and writes the folder link back to the client record so project managers and BD can access materials same day.

Create client folder and add investor brief document