With incentives added as a document trigger in Document Manager, the related incentive form is automatically triggered whenever a matching incentive is selected on a proposal. This helps reduce manual work, keeps documents connected to the right proposals, and ensures the required forms are sent at the right time.
Follow the steps below to add an incentive document trigger.
Step 1: Click “Document Manager” from the main menu and select “Document Triggers” from the dropdown.
Step 2: Click “+Add”.
Step 3: Click “Document Type” and select “Incentive Form” from the dropdown.
Step 4: Add the mandatory fields including templates, names, states, job types, and incentives and click “Save”.
Step 5: The incentive form will be added to the master list once the process is completed.