Create pre-config file and update onboarding log for users
Create pre-config file and update onboarding log for users
Your one-user setup forms sometimes fail to create a config file or update onboarding records, stalling handoffs. Coordinators receive ready configs and updated records the same day.
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Overview
When setup forms don't produce a configuration file and updated records, coordinators waste hours chasing documents and delaying client handoffs. This flow creates the pre-config file, updates onboarding sheets, and alerts the owner in minutes so setups are handed off the same day.