Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
This custom process updates the Job and creates a Task when a document has been returned from a signing service as client signed.
Note: Documents must be filed under the relevant Job for the automation to update that Job. You will also need to ensure that you have your relevant signing service integrated with FYI.
The custom automations has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on an hourly schedule.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Client Signed - Electronically | Document | Type = PDF Workflow = Client Signed Source = relevant signing service |
Note: This view will need to be filtered after import to only include the documents that require a lodgement (for example, Tax, GST). The Source column will also require a Filter to select only the relevant signing service (for example, "FuseSign"). This will be dependent on the digital signing service you have connected to FYI.
Task Templates
The following Task Templates and their associated details are used for these processes:
| Name | Assignee | Due Date | Details |
| Lodgement Required |
Recommendation to utilise a User Role custom field: Administrator Note: you will need to update the template to your preferred User Role |
0 Days | Please organise lodgement for {{ ClientName }} {{ JobName }} |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Ready to Lodge | Standard |
Importing this Custom Automation
Click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation and Views.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.