Now, with the new update, you can also add document triggers using the SubHub Templates. Follow the steps below
Navigate to "SubHub Templates" under the "Document Manager" tab.
2. Select the contract for which you want to add a document trigger. Locate the "Mapping" icon (displayed as a horizontal arrow) and click on it.
3. Select "Add Trigger."
4. In the new tab, choose the "Document Type" from the dropdown menu.
5. Enter the required details, including Name,Job Type, State, and other applicable fields.
6. In the Template ID field:
Previously, users were required to manually enter the template ID.
With the new search functionality, you can now select the template directly from a dropdown list displaying contract names.
7. If SubHub templates are not being used, you may select "DocuSign" by enabling the corresponding checkbox.
8. Once all details have been entered, click "Save" to complete the process.