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Create project folder and entry document per submission

Create project folder and entry document per submission

Your submissions lack project folders and entry documents, forcing PMs to create files manually and delaying kickoffs. It creates the folder and entry document so teams can start work same day.

Create project folder and entry document per submission

Overview

Manual folder and file setup wastes PM time and delays kickoffs; this flow creates project folders and copies a templated entry document from each new submission, then writes links back to the record. Files and links are ready within minutes so coordinators can triage and start work the same day.

Create project folder and entry document per submission