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Create diligence folders and link to pipeline item

Create diligence folders and link to pipeline item

Your pipeline items lack a shared diligence workspace, scattering documents and delaying reviews. Create a standard folder set and link on the item so teams can begin diligence same day.

Create diligence folders and link to pipeline item

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Overview

When a deal advances to diligence you need a ready workspace immediately — not another manual setup task. This flow provisions a consistent folder set and attaches the link to the pipeline item so analysts can begin document review same day.

Create diligence folders and link to pipeline item