Automations streamline the workflow of your document teams by automatically executing document actions whenever specific scopes and triggers are met.
They can be configured with these building blocks, managed, as well as have their audit logs reviewed.
Scope
Which documents this automation can be initiated for:- Documents created from the template.
- When an automation is created directly in the template - the scope will be all documents created from this template and this automation will be visible only on this template
- Document itself.
- When an automation is created directly in the document - the scope will be only this document and this automation will be visible only on this document
Trigger
Event in a document under scope that initiates the execution:- Metadata date*:
- Pre-set date and time before or after the selected metadata date has been reached or;
- Exact date of metadata date.
- Stage change:
- The selected stage/state has been reached.
- Multiple can be selected.
- Stage/state types:
- Stage:
- Any.
- Draft.
- Custom.
- Release.
- State:
- Published.
- Archived.
- Unarchived.
- Non-material changes.
- Stage:
- The selected stage/state has been reached.
- Stage deadline:
- Pre-set date and time before or after the selected stage deadline has been reached.
- Exact date of stage deadline date.
- Stage:
- Any.
- Draft.
- Custom.
- Release.
Action
Event to take place within the triggered document:- Email to any combination of the following:
- group of a document role.
- platform user.
- platform user group.
- specific email address(es).
