Document checks, reminders, invoice settings, and task rules handle different parts of your work. Configure each where that work lives.

For uploaded documents, see how Vylan checks documents.

For follow-up timing and wording, see changing reminders.

For invoice timing and payment settings, see invoice automation.

For actions triggered by a job or task reaching a status, or by a date arriving, see job and task automations.

The separate Automated workflows screen and the Automation step in proposal and job setup have been removed. This interface change does not turn off workflows already saved on existing records.