Automations

Add Document Action
Once your Rule has been created, you can specify what Actions are to take place when the Rule is triggered.  In the Action tab press [New] to launch the Act...
Wed, 16 Feb, 2022 at 3:39 PM
Add Basic Security Group Action
By default the Security Group of 'Everyone' will be assigned to all records created within intelligentcontract (under the assumption that every Us...
Wed, 16 Feb, 2022 at 4:29 PM
Add Advanced Security Group Action
If you have Advanced Security activated in your account, you will see further options for you to add Security Groups to a record. In the Action Type Lis...
Wed, 16 Feb, 2022 at 3:45 PM