The following is an example of a detailed Custom Process designed to automatically create meetings, workpapers, emails and tasks to assist in the completion of annual compliance jobs.
This example consists of two Custom Processes:
- Year End Compliance Job - Start to Finish
- Send for Signing
The Year End Compliance Job - Start to Finish includes an Execute Process step to run the Send for Signing Process from within Year End Compliance Job - Start to Finish.
Year End Compliance Job - Start to Finish is based on the Job State of "Planned", therefore it is important to keep Job States up to date to ensure all relevant clients are included in the automation.
Year End Compliance Job - Start to Finish includes sending a checklist spreadsheet to a client as Co-edit.
Note: To send a document as Co-edit, you must have the Collaborate functionality configured. Refer to the section Setting up Collaborate and to Co-editing an External Document (Co-edit with Client). We recommend you have also first introduced your clients to Collaborate and how they will access a document sent as Co-edit (refer to Introducing Collaborate to your Clients and Sample Email for Practices).
This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).
Importing this Custom Automation
Click here to download the file used to import the example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes and Importing Custom Processes using Drag and Drop.