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 Document Management.
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 |
| Auto Archive Documents |
Automatically moves all Filed and Draft Filed documents that were created two years ago to the Archived status and view. You can find out what's included for this custom process and configuration specifics after importing here. |
| Auto Delete Documents |
Automatically moves all Archived documents that were created six years ago to the Deleted status and view. You can find out what's included for this custom process and configuration specifics after importing here. |
| Auto Share Signed Documents via Collaborate |
Auto-shares Client Signed documents into the Client’s Share Collaborate folder. You can find out what's included for this custom process and configuration specifics after importing here. |
| Sending an Income Tax Return Checklist to a Client |
Creates an Income Tax Return Checklist and send it to a client. 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 |
| Sending an Income Tax Return Checklist to a Client |
Creates an Income Tax Return Checklist and send it to a client. You can find out what's included for this custom process and configuration specifics after importing here. Note: this replaces the Send Income Tax Return Checklist custom process in Pro. |
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.