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 the New Collaborate feature.
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 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. |
| Bulk Email Invite Clients to Collaborate |
Share a welcome flyer and email to all clients opting to use Collaborate. 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. |
Importing this Custom Process Collection
Click here to download the file used to import these example Custom Processes, 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 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.