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Create student folder and dashboard documents for onboarding

Create student folder and dashboard documents for onboarding

Your enrollment packets often arrive without a student folder or dashboard, leaving coaches without intake context. You get organized folders and prefilled dashboards ready same day.

Create student folder and dashboard documents for onboarding

Overview

Completed enrollment packets should launch onboarding, not extra work for coaches. This flow creates a student folder and two prefilled documents from each completed envelope, giving coaches organized intake materials the same day and removing manual setup overhead.

Create student folder and dashboard documents for onboarding