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Create standard subcontractor folder tree and update record

Create standard subcontractor folder tree and update record

New subcontractor records without folders slow onboarding and compliance. You get a standard folder tree with record links so coordinators finish onboarding same day.

Create standard subcontractor folder tree and update record

Overview

New subcontractors often arrive without a consistent place for contracts and compliance files, which stalls onboarding. This workflow creates a standard folder tree and writes links back to the record so coordinators can collect documents and complete onboarding the same day.

Create standard subcontractor folder tree and update record