This custom process sends out a notification when a client has uploaded a document to their New Collaborate Upload Folder. Refer to Sharing the Share Folder and Upload Folder with Clients
This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).
Note: 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.
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 and Importing Custom Processes using Drag and Drop.