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Create folder and attach order files on confirmation

Create folder and attach order files on confirmation

Your confirmed order records miss signed contracts and folders, causing manual searches and delayed fulfillment. Files and links are added to orders so contract managers can prepare same-day handoffs.

Create folder and attach order files on confirmation

Overview

When an order is confirmed, this workflow creates a folder, uploads signed documents, updates the order record, and alerts the team — eliminating manual file handling. That gives contract managers and fulfillment coordinators complete order context and enables same-day handoffs.

Create folder and attach order files on confirmation