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Create client shared folder and email access link

Create client shared folder and email access link

Your accepted proposals lack a shared workspace, forcing account managers to hunt for files. Get a client folder created and shared automatically so teams and clients have access same day.

Create client shared folder and email access link

Overview

Manual folder creation after signed proposals slows handoffs and leaves account managers hunting for files. This flow creates and shares the client folder automatically and emails the link so your account team and clients have access same day for faster onboarding.

Create client shared folder and email access link