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Create property folder and link to ledger record

Create property folder and link to ledger record

Your ledger entries lack organized folders, leaving closing documents scattered and teams searching. Receive a dated folder linked to the ledger so coordinators can retrieve files same day.

Create property folder and link to ledger record

Overview

New ledger records without folders create friction for closing and audits, costing time and risking missed documents. This workflow creates a dated file folder and links it back to the ledger so coordinators have file access the same day.

Create property folder and link to ledger record