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Create partner folder set from intake form submissions

Create partner folder set from intake form submissions

Your partner intake forms lack a standard folder set, leaving documents scattered and slowing onboarding. Create partner folders so coordinators find files and start work same day.

Create partner folder set from intake form submissions

Overview

Intake forms often create partner records without a place to file documents, which slows onboarding and frustrates coordinators. This flow guarantees a consistent folder set is created at intake so your team can find files and begin work the same day.

Create partner folder set from intake form submissions