eDocuments Automations
eDocuments Automations allow you to automatically send your contracts, documents or forms when an event occurs. For example, a booking contract can be sent to your guests when a new booking is received
Before creating an automation, you need to build an eDocuments Template. Automations require templates to work.
Automations are very easy to create in Webready.
Note: Before you are able to create an automation you must first:
1. Create a template
2. Ensure that it has been set up to be signed by both the guest and a Webready User
3. Prepare the template for signing
1. Create a template
2. Ensure that it has been set up to be signed by both the guest and a Webready User
3. Prepare the template for signing
- Click on the eDocuments icon.
- Click on the Automations tab then click New Automations.
- Select the event that will trigger the automation then click "Next".The options for this are described below:
- Inquiry Created: Inquiry is created via the dashboard, a Webready website or widget, or an API channel connection.
- Booking Confirmed: Booking confirmed via dashboard or connected API channel.
- Before Checkin: The specified amount of days and/or hours before the Checkin time for the rental.
- After Checkin: The specified amount of days and/or hours after the Checkin time for the rental.
- Before Checkout: The specified amount of days and/or hours before the Checkout time for the rental.
- After Checkout: The specified amount of days and/or hours after the Checkout time for the rental.
- Choose a rental or rentals (optional). If no rental is selected, the trigger will fire for all rentals then click "Next".
- Choose the Action to perform. You may select either Send Contract, Send Document or Send Form then click "Next".
- Select a template to use for this automation.
- Click Save.
Your trigger will now show up under My Automations.
To disable your trigger at any time, simply change the toggle to the OFF position.
Note: Once a Trigger is created, it is important to be mindful of actions taken via the Webready dashboard as they may fire a trigger event each time. For example, repeatedly canceling and confirming a booking may send multiple email messages to a guest. Also, deleting bookings will result in any triggers set for booking cancellation to be fired.