Create a folder and copy template in Google Drive from new Tally submission

Create dedicated folders for new clients in Google Drive by capturing their information from Tally submissions. This ensures compliance documentation is organized, speeding up onboarding and improving client management.

Create a folder and copy template in Google Drive from new Tally submission

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Overview

Create dedicated folders for new clients in Google Drive by capturing their information from Tally submissions. This ensures compliance documentation is organized, speeding up onboarding and improving client management.

Create a folder and copy template in Google Drive from new Tally submission