Create structured survey folders when deals request dual survey
Create structured survey folders when deals request dual survey
Survey deals lack a consistent project folder, causing delays and missing photos or documents for field crews. Folders and subfolders are created automatically so coordinators have assets same day.
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Overview
Manual folder provisioning for surveys ties up IT and delays field work; automating it removes that bottleneck. Provision a consistent folder tree as soon as the deal flag changes so coordinators and crews can access assets the same day.