I am an Administrator
I'm an Employee
COVID-19 and FAQ's
Apps and Integrations
Tips & Tricks
I am a Bookkeeper
Use cases with Workflows - Notify Users when a Document is Created.
Generate a workflow to automate emails sent to users each time a document is created.
New Workflow : Automate Emails Sent to Users each Time a Document is Created.
- When an event happens:
* When a document is created
*Send an email about the document to: Users or a Group
- Press the button to enable the workflow:
- Click on Save Changes