Automation Types

• The automation types folder presents all the automations and permissions (ticked).

  

---

Editing a automation type

1. Double click on an automation type.

• You will now be presented with the automation types permissions, parameters and functions.

• To make changes, press edit.

  

• General
• Parameters
• Functions

• The general tab presents the Allow tick boxes which allow the automation to be used on different document types.

  

• From filter: Select the earliest document date that you wish to include.

• To filter: Select the latest document date that you wish to include.

• Reversing filter:

• Access Key: Select the attribute operation that is required for a user to be able to see this automation type and related document automations(s).

• Trigger: This is the default behaviour that will be applied to automations of this type.