Create organized job folders plus templated working documents

Operations coordinators miss job folders when webhooks arrive, scattering files and delaying handoffs. It creates client and job folders, adds templated doc, and links it to the job so staff begin work.

Overview

Missing job folders causes scattered documents and slower handoffs for operations. This workflow guarantees a client folder, job subfolder, and templated working document are created and linked to the job record, producing organized files and faster handoffs. Operations leaders get predictable document handoffs and fewer manual folder tasks.

Notable Features

Create client and job folders
Copy templated working document into folder
Add folder link to job record