Create client document upload folder and set sharing permissions in Google Drive from Ignition proposal acceptance

Create a dedicated client document upload folder in Google Drive and set sharing permissions when a proposal is accepted in Ignition. This ensures faster onboarding and organized document management for your clients.

Create client document upload folder and set sharing permissions in Google Drive from Ignition proposal acceptance

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Overview

Create a dedicated client document upload folder in Google Drive and set sharing permissions when a proposal is accepted in Ignition. This ensures faster onboarding and organized document management for your clients.

Create client document upload folder and set sharing permissions in Google Drive from Ignition proposal acceptance