Create company folders when new company records are added
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.
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.