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Create client project folders and publish share links

Create client project folders and publish share links

You can't reliably find client folders or sharing links when a project row's folder status changes, which stalls onboarding and delivery. Owners get access immediately, enabling same-day onboarding.

Create client project folders and publish share links

Overview

Untracked client folders slow onboarding and frustrate program coordinators. This flow creates or moves the correct folder, publishes a share link, and writes it to the project row so owners have access the same day.

Create client project folders and publish share links