Your Document Template now includes an Automations tab in your Digital Document section. You can apply these Automations to a digital document, and they will be triggered when a document is filled out by your contacts.

With the Automations tab, you can choose a lead source, add them to a campaign, add the lead to a tag, or assign it to a staff member.

The following are the steps for adding Automations when you add a new Digital Document:

1. Click Documents under the Digital Documents on the left menu.

2. Select the Add Document button.

3. Fill out the information, which includes the Category, Name of the Digital Document, and Description

4. Click the Save button to start creating the document.

5. Once you have created the document that you want to add Automations to, click on the minimize icon.

6. Click the Automations tab to show the options.

Important Note: The only mandatory option is Adding a Lead Generator.

a. Add a Lead Generator (Choose a Lead Source)

b. Lead to a Campaign (Choose a Campaign)

c. Add Lead to a Tag (Choose a Tag)

d. Add Staff to Lead (Choose a Staff)

7. Click the Save button after you have completed your Automations.

You can also edit the current digital documents to which you want to add Automations by clicking the pencil icon.

Then, click the minimize icon and select the Automations tab to add the options to your digital document.

Have fun using the Automations and sending those digital documents to your contacts!