Create new client folder in Google Drive, find necessary documents, and copy files from Finmo
Create new client folder in Google Drive, find necessary documents, and copy files from Finmo
Create a new client folder in Google Drive and copy necessary documents when a new application starts in Finmo. This setup accelerates onboarding and ensures all essential files are readily available for your clients.
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Overview
Create a new client folder in Google Drive and copy necessary documents when a new application starts in Finmo. This setup accelerates onboarding and ensures all essential files are readily available for your clients.