Create project folder structure and link to job
Create project folder structure and link to job
New job records often lack a shared project folder, so drawings and contracts get scattered and approvals stall. The workflow creates folders and links them to the job so your team finds files fast.
Overview
When a new job is created, this flow gives your project team a ready folder structure and pins the link to the job record so staff stop hunting for documents. That reduces handoff delays and ensures drawings, contracts, and estimates are available the same day.