Mover el trabajo automáticamente cuando se apruebe el documento
You can have your jobs to move automatically to the next stage of the pipeline once the document is approved by the client. To make the automation magic happen, turn on the Automove feature, then link your document to a job. The same logic works if you request an e-signature and link the document pending payment.
Paso 1. Configurar la etapa de aprobación y habilitar autoavanzar
Un proceso perfectamente automatizado empieza siempre por seleccionar el lugar adecuado para él en su flujo de trabajo. Puede hacerlo en dos pasos:
- Add a stage for documents pending approval to your pipeline. You don’t need to create an automation this time, although you could include a task template for the assigned team member asking them to request an approval.
- Ensure that you have the Automove Jobs toggle for the stage is turned on. To make it work with linked document pending approval, you don’t have to add any automations (though you can do so).
Paso 2. Solicite la aprobación y enlace documento a trabajo
It’s important not only to get approval but also to link it to the job since this is the only way you can ensure the job will move to the next stage once the document is approved. You can do this in two ways:
Desde el portal web
Upload the document you’ve prepared to a folder with the Client can view access. After you click Next at the beginning of uploading, toggle on Request client approval and click the + Link jobs button, then select a job and click Link. Here’s more info on linking documents .
You can also request an approval while viewing a document that’s already been uploaded . And you can set up Reminders.
Desde la aplicación Windows
When uploading a document via the desktop app , turn on the Link to job toggle, then select the job from the list.
Nota
If the document has not been approved, but you manually move the job to another stage, you’ll be prompted to decide what to do about it. (Here’s some more information on how to handle unfinished elements when moving jobs.)¿Te ha resultado útil este artículo?
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