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Create stakeholder folder and attach its link to records

Create stakeholder folder and attach its link to records

Your stakeholder records lack linked folders, so teams can't find related assets for review or billing. You get a linked folder per record for faster same-day handoffs.

Create stakeholder folder and attach its link to records

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Overview

When records arrive without linked folders, your team wastes time locating assets and stalls downstream processes. This workflow creates a named folder and writes the link back to the record so IT and record owners can find files and finish handoffs the same day.

Create stakeholder folder and attach its link to records