File completed onboarding PDFs into shared drive quickly
File completed onboarding PDFs into shared drive quickly
Signed onboarding documents sit unfiled, leaving account teams without client paperwork and delaying project starts. Coordinators receive named onboarding PDFs in drive so projects start same day.
Overview
Signed onboarding paperwork often piles up unfiled, costing coordinators time and delaying project kickoffs. This flow files, renames, and stores signed PDFs in a shared onboarding folder so account teams can find paperwork and start projects the same day.