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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.

Create structured survey folders when deals request dual survey

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.

Create structured survey folders when deals request dual survey