Organizing your automation into folders can greatly enhance coordination and structure within your processes. You have the flexibility to group workflows by practice areas, frequency of use, or any other criteria that suit your needs.
You can also organize intake forms, document templates, email templates, and e-sign templates into folders based on your usage.
Creating Automation Folders
To create a folder for your automation, follow these steps:
Go to Automation and navigate to the desired section where you want to create the folder. Click on "Create Folder.”
Enter a name for the folder and click "Create.”
Note: You can create multiple folders within a single folder.
Moving Automation to a Folder
To move automation to a folder, follow these steps:
Drag and drop the desired workflow into the folder.
Removing an Automation from a Folder
Removing automation from a folder permanently deletes the automation and all its associated details from your Lawcus account. To remove automation from a folder, follow these steps:
Hover over the desired workflow and click on the three dots menu.
Select "Remove.” In the next window, confirm the removal by clicking "Yes, remove it.”
Moving an Automation to Another Folder
If you want to change the folder location of an automation, here's what you need to do:
Hover over the desired workflow and click on the three dots menu.
Select "Move to." From the dropdown menu, choose the desired new location for the automation. Click "Move" to finalize the process.
By following these steps, you can effectively organize your automation using folders in Lawcus, allowing for better management and streamlined workflows.