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 Collection brings together all custom automations for Practice Management & Notifications.
These custom automations have been created by the FYI team, ready to be imported to use in your practice.
What's Included
This collection includes all of the following custom automations:
| Custom Process | Description |
| Client Signed Notification |
Send a notification when documents have been received from a signing service with the status set as "Client Signed". You can find out what's included for this custom process and configuration specifics after importing here. |
| Client Upload Notification |
Send a notification when a client has uploaded a document to their New Collaborate Upload Folder. You can find out what's included for this custom process and configuration specifics after importing here. |
| Draft Filed Reminder |
Sends notifications to users when there are 'Draft Filed' emails or documents in their In Tray. You can find out what's included for this custom process and configuration specifics after importing here. |
| Missing Client Group Alert |
Sends notifications to the users when a client has not been allocated to a client group. You can find out what's included for this custom process and configuration specifics after importing here. |
| Overdue Jobs Reminder |
Send a notification to users when there are any Jobs that are overdue. You can find out what's included for this custom process and configuration specifics after importing here. |
| Overdue Task Reminder |
Send a notification to users when there are any Tasks that are overdue. You can find out what's included for this custom process and configuration specifics after importing here. |
| Pending Approval Notification |
Send a notification to approvers when there are emails or documents with the workflow status "Pending Approval". You can find out what's included for this custom process and configuration specifics after importing here. |
| Practice Activity Alert |
Send a notification to users when an action is required from the Practice Activity workspace. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Client Partner or Client Manager Alert |
Send a notification to users when a Partner or Manager is missing from a client. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Job Partner or Job Manager Alert |
Send a notification to users when a Partner or Manager is missing from a job. You can find out what's included for this custom process and configuration specifics after importing here. |
| Unassigned Tasks Notification |
Send a notification to users when their task has not been assigned to a user. You can find out what's included for this custom process and configuration specifics after importing here. |
For practices on the Elite Plan, you have all the inclusions of Pro and the additional custom automations:
| Custom Process | Description |
| Create Time on Sent Emails |
Auto-creates draft time entries for the team on sent emails. You can find out what's included for this custom process and configuration specifics after importing here. |
| Draft Disbursements Reminder |
Sends a notification once a week to the users when there are past Disbursements that are in Draft. You can find out what's included for this custom process and configuration specifics after importing here. |
| Draft Invoice Notification |
Sends a notification to users when any there are any Invoices with a Draft status. You can find out what's included for this custom process and configuration specifics after importing here. |
| Draft Time Entry Reminder |
Sends a notification to users when any there are any time entries with a Draft status. You can find out what's included for this custom process and configuration specifics after importing here. |
| Form Submitted Notification |
Sends a notification to users when a Form has been submitted by a client. You can find out what's included for this custom process and configuration specifics after importing here. |
| Missing Time Reminder |
Sends a notification to users who are missing time entries for the prior week. You can find out what's included for this custom process and configuration specifics after importing here. |
| Overdue Invoices Notification |
Sends a notification to users when there are any Invoices that are Overdue. You can find out what's included for this custom process and configuration specifics after importing here. |
| Recurring Invoices |
Auto-creates invoices for specified jobs on the last day of each month. You can find out what's included for this custom process and configuration specifics after importing here. |
| Update Time Custom Fields |
Updates custom field data from a job to its related time entries. You can find out what's included for this custom process and configuration specifics after importing here. |
Importing this Custom Process Collection
To import this Custom Process Collection, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article):
- Click here to download the file used for Pro practices
- Click here to download the file used for Elite practices
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 Collection. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automations, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
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 Automations, ensure you Test the Automations. When ready, set the Status of the Automations to Active.