Move to Folder Automation--Need more options & ability to edit
The way the "move to folder" automation is set up currently, you have to create a new automation for every individual template--and you have to create a separate automation for each document status. This means that if you have 20 templates, you're creating 40 individual automations with no way to edit the automation after creation (so if one if created for the wrong template, you have to delete it and start over) and no way to duplicate an automation to speed up the process.
Additionally, it would be more helpful to not have the automation tied to the template in use. For example, if I want ALL completed documents (regardless of template) to go into a "completed" folder, I'd like to be able to create that automation without having to create the aforementioned dozens of automations by template.
Chelsea Richardson
shared this idea
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Additionally, I want to add that in the current automation setup, once you've created a bunch of automations, you have to click on each one from the main screen to double-check what they're doing. For example, I created automations for each of my templates to sort into folders based on status. Since the current status options for the automation are only sent and completed, this means that there should be two automations per template. From the main screen, all of the automations look identical, with the exception of the template referenced. We need to be able to 1) rename the rule, and 2) see what the rule is doing.