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Create standardized client folder when account is created

Create standardized client folder when account is created

Your new client accounts often lack a secure folder, scattering onboarding files. It creates a consistent client folder so project managers and compliance can start onboarding same day.

Create standardized client folder when account is created

Overview

New accounts without a structured folder slow onboarding and increase compliance friction for project managers. This flow creates secure, consistently named client folders automatically at account creation so your project managers and compliance staff can begin onboarding and collect audit files the same day.

Create standardized client folder when account is created