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.

Create new client folder in Google Drive, find necessary documents, and copy files from Finmo

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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.

Create new client folder in Google Drive, find necessary documents, and copy files from Finmo