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How to set up document automation for a Missing Document

This guide is to help the reader on how to set up document automation for a Missing Document.

  1. How to set up document automation for a Missing Document 
    1. To automate documentation for a missing document, start by clicking ‘Companies’



    2. Next, locate the company you want to set up the automation for and click on the name of the company or the magnifying glass.



    3. This will take you to an overview page of the company. Scroll down the page until you see a section called ‘Documentation’.



    4. To send out the request, click the plus symbol under the ‘Email Address’ column.



    5.  An overlay will appear; enter the email address you want to send the request to.

    6. Click the ‘Submit’ button.