Update client onboarding tracker and store uploaded assets

Your onboarding form updates and uploaded assets go untracked, leaving coordinators without links and delaying setup. It centralizes records and asset links so coordinators can finish setup same day.

Overview

Intake updates and missing assets stall client onboarding and create manual work for coordinators. This workflow captures updated form responses, stores attachments in the right folder, and inserts share links into your tracker so coordinators can complete setup same day.