For IT admins: create and link client onboarding sheets

IT admins lose client onboarding sheets from form submissions, leaving operations and legal without linked docs. This creates editable, shared onboarding spreadsheets so work begins fast.

Overview

Missing onboarding spreadsheets stall operations and expose legal to incomplete records. This workflow ensures every form submission creates a shared, client-specific spreadsheet and attaches it to the project so operations and legal can start processing quickly, and customers report faster handoffs.

Notable Features

Create client-specific spreadsheets from forms
Share editable links with operations and legal
Add spreadsheet links to project items