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Create client onboarding folder when project is signed

Create client onboarding folder when project is signed

Your signed project records often lack a client folder, stalling handoffs and delaying deliverables. Create folders automatically so onboarding coordinators and account teams can access files same day.

Create client onboarding folder when project is signed

Overview

When a project moves to signed, manual folder setup often stalls onboarding and wastes hours. Auto-creating and linking a consistent client folder gets account and onboarding teams access to files within minutes, so work can begin same day.

Create client onboarding folder when project is signed