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Create standard deposit folder structure for new customers

Create standard deposit folder structure for new customers

Your deposit folders arrive unstructured, scattering bids, invoices, and site photos, which stalls approvals. The flow creates organized subfolders so coordinators locate files before handoff.

Create standard deposit folder structure for new customers

Overview

Inconsistent deposit folders waste time and stall approvals; standardizing file locations fixes that upstream. This flow creates a complete subfolder set and alerts coordinators so handoff happens the same day a deposit folder appears.

Create standard deposit folder structure for new customers