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Create client intake folder and upload submitted files

Create client intake folder and upload submitted files

Your intake form submissions leave documents scattered, delaying client onboarding. Files are centralized into a client folder for review and same-day prep.

Create client intake folder and upload submitted files

Overview

When intake submissions arrive, files often sit in inboxes or form exports and onboarding stalls. This flow centralizes each submission into a named client folder and stores all uploaded documents so intake coordinators can start review the same day.

Create client intake folder and upload submitted files