Automations are one of the biggest time-savers in SubcontractorHub. Instead of manually handling repetitive tasks, you can set up triggers that do the work for you — so your team can focus on closing deals and completing installs instead of clicking buttons.

Now, with the new update, you can also add document triggers using the SubHub Templates. Follow the steps belowNavigate 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, includingName, Job Type, State, and other applicable fields. Note:Document triggers include a property type option with checkbox selections. You can select“Residential”,“Commercial”, or both from the dropdown menu. When“Commercial” is selected, only document templates related to commercial properties are used. When“Residential” is selected, only residential document templates are applied. Selecting both options applies document templates for both property types.6. In theTemplate IDfield: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. Related ArticlesHow to Set Up and Use SubHub SignHow to Add a New Document Template?How to Access Document Triggers (Document Templates)How to Map and Group Checkboxes in SubHub Sign TemplatesHow to Automate SubHub Signing?

💡 A roofing contractor sets up this automation to automatically notify the project manager whenever a key event happens — saving 30 minutes per project and ensuring nothing slips through the cracks.