Create onboarding folders and upload PDFs to shared drive
Create onboarding folders and upload PDFs to shared drive
Your onboarding PDFs land in multiple drives, making paperwork hard to find and delaying setup. It gathers PDFs into named shared folders so coordinators can verify records same day.
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Overview
Scattered onboarding PDFs slow verification and billing. This flow centralizes each submission into a named shared folder and places the completed PDF where coordinators expect it, so paperwork is verifiable the same day.