Keep sales order files organized for smooth handoffs

Operations coordinators lose sales-order PDFs in shared drives, causing misnamed files and stalled handoffs. Auto-created project folders and consistent subfolders ensure onboarding starts smoothly so operations can proceed without searching.

Overview

Misfiled sales-order PDFs stall onboarding and create messy handoffs for operations. This workflow creates a clear SO-[Order]-[Client]-[Project] folder structure and moves PDFs into the correct subfolder, eliminating manual filing so onboarding starts without searching. Customers report fewer misnamed files and faster handoffs.

Notable Features

Create standardized project folders
Move sales PDFs into folder
Notify operations with folder link