How to Set up an Automation
Creating an automation helps you set predefined actions to be taken when an application has been set to a specific state.
Important note: Before you can set up your automation, you need to set up your Document Checklist Templates. You can do this by going into any application and setting up a template under documents.
1. Go to Settings. You can access the Settings by clicking on the Profile Icon at the top right of the page and clicking on Settings.
2. Click on Workflow from the left side menu and scroll down to the Automation section.
3. Click Edit in the Automation section.
4. Click Add and choose a Status.
Note: You can also edit the Statuses from the Workflow page. Simply click EDIT and modify the fields as needed.
5. After you've chosen a Status, you'll have another drop down menu to choose a Document Type Template.
6. Click on Save.
From the example above, the list of outstanding documents within the selected template will populate in the Documents page under Outstanding Documents section when an application status is changed to "In Progress". To change the status of a file, click into the desired application and select the status via drop down bar next to the blue button on the top right corner of the page.