Go to the dropdown in the top left of the page, then click Workspace Settings
Click the Automations tab in Workspace Settings.
There are two main Automation workflows to choose from: Expiring Document Reminders & Document Reminders
Expiring Document Reminders - This reminder is only used for tracking expiring documents and its trigger is based on X number of days before (or after) the Next Expiration Date of any given document in the system.
Document Reminders - This reminder is used for getting a Party to upload documentation and its trigger is based on you turning it on then it follows whatever event-based actions you have set within it.
Automations are structured as event-based actions, such as:
Sending email - This allows you to choose an email template from your Email Configurations to send within the selected Automation.
Add/Remove Tags - This allows to Tag parties based on where they are in the Automation (Ex:"First Request Sent", "Non-Responsive").
Wait - This allows you to set a wait time in either days, weeks, or months in between your other actions (Ex: Send email then wait 1 week before sending next email)
Once you’ve set up all your event-based actions, be sure to go to the bottom right of the Automation page to set up a Workflow Interruption Action that will allow you to set up an action upon interruption (Ex: When interrupted, remove all Tags added from the Automation).
Lastly, ensure that your automations are enabled for each Party by checking the activation box in the Party Profile page.
STEP 8: Configure Automations
(NOTE: Automations allow for streamlined reminders and actions around document collection.)