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 used for the Foundations Automations Workshop. To register for the next workshop, please click here.
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. |
| 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. |
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 including Practice Activity Alert
- Click here to download the file excluding Practice Activity Alert
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.