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Automation step: Create Smart File draft

  • July 3, 2025
  • 1 reply
  • 4 views

Wilderpines Elopements

I always prefer to customize my smart files before sending to clients. I would appreciate the ability to create and save a draft of a new template smart file within the project as part of an automation, but still have the ability to edit before approving and sending.

1 reply

Wilderpines Elopements

I meant to share this in “ideas” - I just posted there. Admin please feel free to delete this duplicate.