Move cancelled deal files to customer archive folder
Move cancelled deal files to customer archive folder
You lose order documents when cancelled Opportunities leave files in active folders, which slows reconciliation. This moves files into the customer cancelled archive so billing can reconcile same day.
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Overview
When an Opportunity is cancelled, order documents often stay in active folders and create reconciliation friction for operations and billing. This flow automatically moves those files into the correct customer or archive folder so your teams can reconcile same day and avoid audit gaps.