Create folder trees from template for client onboarding
Create folder trees from template for client onboarding
Your template folder lacks a standard subfolder layout, causing scattered client files and stalled onboarding. It builds a complete folder tree so coordinators can begin work the same day.
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Overview
Manual folder setup wastes hours and inconsistently structured files slow onboarding. This flow builds a consistent folder tree from a template as soon as a template folder appears, so coordinators get organized starter folders and can start client work the same day.