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Create deal folders with starter docs and notes

Create deal folders with starter docs and notes

Your company records lack a standard filing process, stalling assessment preparation. Teams start assessments the same day with consistent folders and starter docs.

Create deal folders with starter docs and notes

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Overview

Missing or inconsistent deal folders slow every assessment and create wasted setup work; this flow guarantees a consistent folder structure and starter documents as soon as a record advances. Program coordinators and analysts get everything they need to begin assessments the same day, eliminating manual file prep.

Create deal folders with starter docs and notes