Automove (Basic): Move Job Automatically When Document Approved

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 either from the web portal or from the Windows desktop app. The same logic works if you request an e-signature and link the document pending payment.

Covered here:

• Step 1. Set Up the Approval Stage and and Enable Automove
• Step 2. Request an Approval
• Step 3. Link a Document

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 either from the web portal or from the Windows desktop app. The same logic works if you request an e-signature and link the document pending payment.

Covered here:

• Step 1. Set Up the Approval Stage and and Enable Automove
• Step 2. Request an Approval
• Step 3. Link a Document