Auto-upload documents with folder templates

Deje que su proyectos haga el trabajo por usted: automatice la carga de documentos en las cuentas de los clientes durante etapas específicas de su proceso de trabajo. Por ejemplo, para los clientes que deban rellenar los formularios, puedes hacer que los documentos se auto-cargado una vez que el trabajo se añada al proyecto.

Paso 1. cargar documentos a la plantilla de carpetas

To have documents automatically uploaded to client folders, first you’ll need a folder template containing these documents. If you don’t have one, you can create one by clicking New Template when you add the automation to the pipeline.

Para añadir documentos a una plantilla de carpetas, al crear o editar una plantilla existente: 

1. Drag the documents from your desktop and drop them into a folder, or click  Upload Documents, select files to upload, then select a folder.

2. Make sure to save changes by clicking Save.

Step 2. Add the “Apply Folder Template” automation to the pipeline

Para añadir documentos a sus cuentas de cliente automáticamente, debe asegurarse de que ha añadido una automatización de plantilla de carpeta a su proyecto. Para ello

1. Open pipeline settings, then add the Apply folder template automation to the stage, and select the folder template you have created. You will likely want to select the first stage of your pipeline or the one where you are expecting actions performed by your client (e.g, Collecting Documents).

2. Once the job enters this stage, the folder template, along with the documents added to it, is applied to the account. All contacts linked to the account that have the Notify toggled on will receive a notification letting them know that documents have been uploaded and need their attention. You can use automated messages at the same stage to inform clients about what’s happening and to communicate what you expect from them.

   

Nota

For the Apply folder template automation, it doesn’t matter if the automove jobs toggle for the stage is turned on. The automation is triggered automatically and doesn’t require action either from the client or from the firm. Also, no elements are linked to the job when the automation is triggered.

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