Automation & Workflows
How to Add a Custom Email Address in the Recipient Field for Email Automation?Customizing Recipients: Add Personalized Emails to Email Automation.
Optimizing Workflow Exit Rules for Seamless Process.Workflow exit rules
Can I use matter name in automated emails instead of client name?
Is there a way to add invoice amounts in a document, for example, using merge fields?
Can I create merge fields for my evergreen retainer amount?
If I use automation for sending emails, will it automatically use the email account integrated with Lawcus?Enhancing Email Automation in Lawcus
Can I use the merge field to include related contact name in a workflow?
Which email address is used by a workflow to send out automated emails?
Is there a way to test automation?
Can I set up a workflow to move matters to the next stage once an invoice balance has been paid?