Workflow automation

Life Events powerful workflow automation and background mail merge allows you to perform tasks without user interaction.

Automation allows you to:

• Configure actions that take place automatically when specific events happen in the database.
• Add conditions so that automations only happen under certain circumstances.
• Invoke any number of actions, including sending documents, sending completed forms, setting flags, updating database fields and more.

Background mail merge allows you to:

• Seamlessly generate professional PDF documents from document templates.
• Send documents without user interaction, usually in response to automation.
• Print documents in the background when there is no email address to send the PDF version to.
• Automatically store copies of sent or printed documents against relevant records.

How automation can be used:

• Sending chasing emails for document signing
• Sending completed documents from the document signing facilities
• Updating flags or database fields when documents signed
• Sending email booking confirmations
• Sending notifications
• Sending works orders