Automating Document and Contract Delivery

Modified on Mon, 2 Nov at 7:28 AM

What this covers

Automating document and contract delivery in TheraSaaS helps streamline the process of sending multiple documents without sending each one manually. Follow these steps to set up an automation using tags.

How it works

Tag assigned to contact→Automation triggers→Documents & contracts sent

Part 1

Set Up a Tag to Trigger the Automation

1Create a new tag
Go to Settings → Tags, click Add New Tag, and name it. This tag will trigger the automation when it's assigned to a contact.Intake Paperwork Send
2Organize tags Optional
If needed, use folders to organize your tags for easy access.

Part 2

Create an Automation Workflow

1Navigate to Automations
Go to Automations and click Create Workflow → Start from Scratch. Name the workflow.Intake Paperwork Automation
2Set the trigger
In the new workflow, select Add Trigger. Choose Contact Tag as the trigger and select the "Intake Paperwork Send" tag you created earlier. Save the trigger to activate it within the workflow.

Part 3

Add Document and Contract Actions

1Configure document sends
Under the automation steps, click Add Action and choose Send Document or Send Contract. Select the specific document or contract template you want to send, and set the Sender information as needed.Payment Consent
2Repeat for additional documents
To send multiple documents, repeat the Add Action step for each one. You can copy and paste existing actions to streamline the setup, changing only the document template for each action.

Part 4

Save and Activate the Automation

1Save the workflow
Once all documents are added to the workflow, click Save. Check for the workflow under Automations to make sure it's active.
2Test the automation Optional
Assign the "Intake Paperwork Send" tag to a contact to test the automation and verify that the documents are sent automatically.

Summary

By creating a tag-triggered workflow in TheraSaaS, you can automate the sending of documents and contracts, ensuring your intake paperwork is delivered efficiently to each contact.

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