Create client folders with standard subfolders on intake
Create client folders with standard subfolders on intake
Your client folder creation is inconsistent, leaving engineers and PMs missing files and wasting setup time. It creates a standard root with key subfolders so teams can start work the same day.
Overview
When client intake lacks a consistent folder structure, engineers waste time hunting for files and recreating folders. This flow builds a standard client root and key subfolders automatically so your engineers and coordinators can begin work the same day and avoid kickoff delays.