Create a new folder in Google Drive for each new client in Financial Cents
Create a new folder in Google Drive for each new client in Financial Cents
Create a new folder in Google Drive whenever you add a client in Financial Cents. This keeps your client files organized and accelerates your onboarding process, ensuring you have a dedicated space for each new client.
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Overview
Create a new folder in Google Drive whenever you add a client in Financial Cents. This keeps your client files organized and accelerates your onboarding process, ensuring you have a dedicated space for each new client.