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Create deal document folder and link to tracker

Create deal document folder and link to tracker

Your deal submissions lack a standard folder, scattering transaction files and delaying back office review. Create a folder per deal and post its tracker link for same day access.

Create deal document folder and link to tracker

Overview

When deal paperwork arrives without a standard location, back office and compliance waste time searching and risk missed deadlines. This flow auto-creates a named folder and posts its link to your tracker, giving operations and portfolio teams same-day access for review and filing.

Create deal document folder and link to tracker