Automation Examples (Basic): Uploading Documents

Let your pipelines do the work for you: Automate uploading documents to client accounts during specific stages of your work process. All clients linked to the account, who have Notify toggled on, will receive a notification letting them know that documents have been uploaded and need their attention.

Let your pipelines do the work for you: Automate uploading documents to client accounts during specific stages of your work process. All clients linked to the account, who have Notify toggled on, will receive a notification letting them know that documents have been uploaded and need their attention.