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