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Create supporting documents folder for updated applicant records

Create supporting documents folder for updated applicant records

Your applicant records entering supporting-docs stage often lack a folder, leaving files scattered and reviews delayed. It creates or links a folder so reviewers can act the same day.

Create supporting documents folder for updated applicant records

Overview

Scattered applicant files slow review and delay campaign follow-up. This flow finds or creates a dedicated supporting-docs folder and attaches the link to the record so marketing ops and campaign managers can find files and act the same day.

Create supporting documents folder for updated applicant records