Skip to content
Log inSign up
Templates
Create client onboarding folder and link to record

Create client onboarding folder and link to record

Your kickoff form submissions often leave files scattered and slow project start. The client folder and share link are created and added to the record so coordinators can begin work the same day.

Create client onboarding folder and link to record

Overview

Kickoff forms are the fastest point to standardize project files, but manual folder setup stalls work and wastes coordinator time. This flow builds the folder tree and returns a share link to the client record, letting coordinators begin onboarding the same day.

Create client onboarding folder and link to record