Automove (Basic): Move Job Automatically When Locked Document Paid

You can have your jobs move automatically to the next stage of the pipeline once the client accepts the document pending payment. 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 when you request an e-signature and link the document pending approval.

Covered here:

• Step 1. Set up the document-pending-payment stage and enable automove
• Step 2. Locking a document to an invoice
• Step 3. Link the document to the job
  • From the web portal
  • From the Windows app

You can have your jobs move automatically to the next stage of the pipeline once the client accepts the document pending payment. 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 when you request an e-signature and link the document pending approval.

Covered here:

• Step 1. Set up the document-pending-payment stage and enable automove
• Step 2. Locking a document to an invoice
• Step 3. Link the document to the job
  • From the web portal
  • From the Windows app