Automation & Workflows
Optimizing Workflow Exit Rules for Seamless Process.Workflow exit rules
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?
Can I use the merge field to include related contact name in a workflow?
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?