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Create project folder and starter document for submissions

Create project folder and starter document for submissions

Your project submission tasks lack consistent filing and intake details, causing review delays. It creates a project folder and templated intake doc so coordinators can start review same day.

Create project folder and starter document for submissions

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Overview

Intake tasks without consistent filing slow program coordinators and create fragmented paperwork. This flow creates a folder and a templated intake document linked to the task, letting coordinators start review and scheduling the same day.

Create project folder and starter document for submissions