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Create document folder and link to deal record

Create document folder and link to deal record

Your onboarding form responses leave client documents scattered and slow proof-of-address checks. Create a shared folder and attach it to the deal so the onboarding team can validate files same day.

Create document folder and link to deal record

Overview

When onboarding documents arrive as form attachments, your team wastes time locating files and onboarding stalls. This flow centralizes proofs into a client folder and writes its link to the deal so onboarding can validate files same day.

Create document folder and link to deal record