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Create client project folder structure for new customers

Create client project folder structure for new customers

When new customer records arrive without folders, project files get scattered and approvals stall. Get a standardized folder tree ready for bids, planning, contracts and invoices same day.

Create client project folder structure for new customers

Overview

When a new customer is added in your PM system, admin work often delays project kickoffs and approvals. This flow creates a consistent client folder and core subfolders so project managers and office staff have files organized and accessible the same day.

Create client project folder structure for new customers