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Create record folder and update record with link

Create record folder and update record with link

Your records arrive without folders, leaving client files scattered and slowing preparation for deliverables. Teams can file documents reliably when a dedicated folder is created and linked same day.

Create record folder and update record with link

Overview

Unfiled records slow down coordinators and delay deliverables; this flow creates and links a folder as soon as a record arrives. Your admins get a single filing location and can file documents reliably same day.

Create record folder and update record with link