Create company folders when new company records are added

New company records arrive without folders, leaving investment decks unfiled and hard to find for admins. Create a folder at record creation so admins can file decks consistently the same day.

Create company folders when new company records are added

Overview

Manual folder setup slows intake and causes decks to get lost; creating a folder automatically on each new company record gives admins a consistent place to file. That means investment materials are organized and accessible to stakeholders the same day.

Create company folders when new company records are added