December 2017 – Look Ma, No Hands! Automated Workflows

Do you have a task that requires a checklist taped under your keyboard so you don’t forget any steps? Ever wish that task could happen automatically? Perhaps it can! Spitfire offers several means to automate your tasks, and ways to trigger those tasks at the right time.

In this webinar, we get technical and talk about ATC workflow scripts and SQL save extensions and we offer some concrete examples of how each can be deployed.

In this webinar, you see how to automate:

  • Emails that are sent but not routed
  • Defaults on new documents
  • Closing of documents
  • Alerts based on Doc fields
  • Routing triggered by date
  • Creation of new documents
  • And more!

Download:

PowerPoint File

Recording