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 sends out a notification when a client has uploaded a document to their New Collaborate Upload Folder. Refer to Sharing the New Collaborate Client and Upload Folders.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This automation is designed to run each time an individual document is uploaded. Depending on the frequency of uploads, you may wish to change the Schedule to run less often, or create a Microsoft Outlook rule to filter Notification Emails.
When importing this automation the following items are included:
Custom Views
The following View and its associated details are used for this process:
| Name | Type | Filters |
| Client Uploads | Document View |
Workflow = Not Started Source = Client Upload |
When importing process(es) the Automation Import wizard allows you to map imported fields and components, to match your practice's platform configuration or to use the defaults provided with the process as outlined above.
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.