Create private safety folder and shortcut for deals

When deals lack a private safety folder, you can't centralize compliance files. It creates and links a named safety folder and shortcut so teams have documents ready before kickoff.

Overview

New deals often arrive without a designated safety folder, forcing IT and safety leads into manual folder creation and naming. This flow auto-creates, names, and links a private safety folder so project and compliance teams have audit-ready documents before site kickoff.