Publish a Document
After you've changed your documents, you'll want those changes to take effect. Let's review how to do that, as well as the rules for how documents are applied to jobs.
From your Document Library you will click Apply to Existing Jobs once you've finished saving your changes to a document.
What Happens on the Back End?
Step 1: Once a document has been published to existing jobs, SmartMoving will first look for jobs that take place in the future and are not completed or closed.
Note: Any past jobs will not have their documents modified.
Step 2: Then for each job, SmartMoving will remove documents that:
Have not been started yet (i.e., there are no signatures, etc.)
Are an old, outdated version.
No longer match the job based on job type, branch, pricing type, opportunity type, or binding type.
Step 3: Once finished removing outdated documents, SmartMoving will apply the latest document configuration based on the following conditions:
Job Types: Select all of the service types that this document will be used for.
Branches: Select which of your branches will be using this document.
Pricing Types: Select if this document applies to your hourly rated jobs, distance rated jobs, or both.
Opportunity Types: Select if this document applies to your opportunities that are local, intrastate, interstate, or a combination of these types.
Applies to Binding Jobs: Select if this document will apply to binding opportunities, non-binding opportunities, or both.
That's it! Now your future jobs will have the latest versions of your documents, but nothing that was in progress will have been modified.