Released in version v3.888 Schoolworks can now automatically create document based on trigger ‘action' events.
The purpose of auto docs is to speed up and streamline the document creation process and avoid the current manual process of opening the ‘Create Documents’ screen, selecting the required documents, and waiting for them to be created in Google.
Action Events
The following actions can trigger the auto creation of documents:
Estimate
Save
Convert
Convert and Invoice
Enrolment
Save
Save & Invoice
Cancel Whole Enrolment
Accommodation Placement
Receipt
Process receipt
Payment
Process payment
Configuration
Configuration is via the Document Template record:
To Configure:
Tick ‘Auto Create’
Assign an auto create action (i.e. trigger)
e.g. Enrolment Save & Invoice
Save
Notes & tips
Use the Document Template Relationship feature to define when a particular document should be created for your use case
This will ensure you are only creating the required ‘auto’ documents needed and will help with further automation (e.g. email automation) which will be possible in a future release
Document creation is a asynchronous ‘batch’ process; so limiting the number of automatica documents being created will help in the overall speed of system document creation.