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Create client folders and send welcome emails to client

Create client folders and send welcome emails to client

When new client records arrive, you often lack a standardized secure folder, stalling access and billing. The workflow creates folders and sends access emails so teams and clients can share documents same day.

Create client folders and send welcome emails to client

Overview

Manual folder setup slows onboarding and delays billing handoffs. This workflow provisions secure client folders and sends access links automatically, so coordinators can onboard clients and begin document exchange same day.

Create client folders and send welcome emails to client