Create organized customer folders and link back to ERP
Create organized customer folders and link back to ERP
When customer records update in your ERP, missing project folders and unlinked files leave engineers and operations unable to find onboarding assets. You get organized folders and ERP links ready for handoff within minutes.
Overview
Missing or unlinked customer folders slow onboarding and force engineers into manual searches. This flow guarantees a consistent folder structure and attaches a folder reference to the customer record, giving operations and engineering handoff-ready documentation within minutes.