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Create drawdown folders and checklist for new drawdowns

Create drawdown folders and checklist for new drawdowns

New drawdown records without a standard file structure force operations to create folders and hunt templates. Files and checklist are ready and linked to the record same day.

Create drawdown folders and checklist for new drawdowns

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Overview

When drawdown records arrive without files, your operations team spends time recreating folders and chasing templates. This flow builds the correct folder tree, copies and pre-fills the checklist, and writes links back to the record so documents are ready same day.

Create drawdown folders and checklist for new drawdowns