Configuring Automation features

On the Automation tab, you configure the following features:

Cooper Copilot

Refer to the following topics:

• Cooper Copilot

• Cooper Copilot History

• Cooper Copilot Settings

• Cooper Copilot FAQs

Checklists & Templates

Refer to the following topics:

• The Checklist Library
• Form templates
• Document Merge Templates

Email Notifications & Surveys

Refer to the following topics:

• Notification templates
• Notification history
• Alternate Send From Email Addresses
• Incoming email processing
• Managing Domain Settings
• Configuring a support email address default
• Managing customer surveys
• Survey email messages
• Viewing and managing survey responses

Workflow Rules

Refer to the following topics:

• The Workflow Rules page
• Auditing workflow rules

Knowledge Base & Documentation

Refer to the following topics:

• Knowledge Base administration
• Documentation Management administration

Tagging

Refer to the following topic:

• Managing tags and tag groups

AutoForms & LiveLinks

Refer to the following topics:

• AutoForms Designer
• LiveLinks Designer