Create entity setup document and upload to folder

Your entity setup submissions arrive as raw form data, leaving onboarding without compiled client files. It creates completed setup documents and a client folder for immediate review within minutes.

Overview

New client setup forms are the start of onboarding, and manual assembly of files slows your team and risks missed steps. This flow turns each submission into a populated document, creates the client folder, uploads IDs, and alerts the assigned coordinator so packages are review-ready within minutes.