Creating a Document-driven Custom Process (4 min)

We understand that your workflows and task lists are heavily driven by the documents you draft, send, receive, approve, and sign. Using FYI's document filters, you can now trigger custom processes based on the state of individual documents (or batches of documents).   

Watch this tutorial to learn more about:

• How to benefit by leveraging document views in custom processes
• Creating a view for use in Automations
• Scheduling a process to regularly check a document view
• Using the filter option "Filter Since last run" within the document view filter.
  Update: "Filter since last run" is now "Run only once per document".
  Disable this option if you want the process to run multiple times on the same record.

For more information, refer to Custom Processes.