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Status Shipped
Categories Automations
Created by Stephanie Redl
Created on Apr 21, 2026

RELATED IDEAS

Automation for document Collections

What is the challenge?

  • Updating the Collections on a document is currently a manual process and is not available in automations.

What is the impact?

  • Being able to set the Collections via an automation would help streamline the process so it's not manual per document.

Describe your idea.

  • Enable automations to set the Collections on documents

  • ADMIN RESPONSE
    Apr 30, 2026

    You can now use automations to set collections for your documents.

    document automa...
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    document automation.png
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