Create client folder copy in shared drive for projects
Create client folder copy in shared drive for projects
Your table entries need manual folder setup, scattering client files and delaying handoffs. The workflow copies a named template folder so coordinators get organized files the same day.
Overview
Manual folder setup fragments client files and slows onboarding; creating a named copy of a template at record creation standardizes structure and removes repetitive work. Teams get organized folders ready within minutes so coordinators and account managers can start work the same day.