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Create client folders and attach link to account

Create client folders and attach link to account

When new Account records lack a shared folder, your team spends time creating and chasing contracts. It creates folders and records a share link on the account so teams can begin onboarding.

Create client folders and attach link to account

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Overview

New accounts without shared folders slow onboarding and force manual document wrangling. This flow provisions a standardized client folder, returns a secure share link, and writes it to the account so coordinators and billing can start work same day.

Create client folders and attach link to account