Automation examples (Advanced): Update client-facing status

Let your pipelines do the work for you: automate updating client-facing job status at any pipeline stage.

For example, if you receive documents from your client and start working with them, the client-facing job status will automatically change to
In progress. Next, when you finish the draft and send documents to the client for review, the status will change to In review. This way, your clients will know what’s going on immediately once they log into the client portal.

Let your pipelines do the work for you: automate updating client-facing job status at any pipeline stage.

For example, if you receive documents from your client and start working with them, the client-facing job status will automatically change to
In progress. Next, when you finish the draft and send documents to the client for review, the status will change to In review. This way, your clients will know what’s going on immediately once they log into the client portal.