Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Create Draft Documents Using Workflows
Your Documents help you establish clear terms for customers with the help of automation can create a streamlined onboarding process. However, to help you ensure the customization is correct and ensure high quality, we’ve added a Draft feature to this action.
⭐️Why Is This Feature Beneficial To Your Company?
Minimized Errors: Fine-tune any details of a complex document or contract before sending, increasing the professionalism and avoiding issues with custom fields filled incorrectly.
Included Signatures: This helps you ensure Documents are sent out fully signed as needed, reducing the waiting time for completion.
Completion Management: Improve the sending pace for your documents, limiting friction from automation and increasing the human feel your customers receive from your business.
⭐️How To Create Draft Documents Using Workflows?
Start by navigating to the automation section's workflow tab and creating or editing a workflow.
Add the “Send Documents & Contracts” action.
Set the Sending Mode to “Create as Draft.”
Save your changes by clicking Save Action.
Whenever the trigger fires, a draft contract is created for the responsible person to check and finalize. Allowing you to easily add any manual input, signatures, or corrections before sending a document, ensuring customer satisfaction.
