Actions - Automate Operations on Entities

In Docmiral, Actions are predefined operations that can be performed on entities to streamline workflows and enhance productivity. Actions allow users to automate repetitive tasks, making it easier to manage and manipulate their documents.

Some common actions available in Docmiral include:

• Create PDF: Generate a PDF version of the entity for easy sharing and printing.
• Send Document to Client: Automatically email the document to a specified client or recipient.
• Schedule a Plan to Calendar: Add important dates or deadlines from the entity directly to your calendar application.
• Custom Actions: Depending on the integrations and mini apps used, users can define custom actions tailored to their specific needs.

By utilizing Actions in Docmiral, users can save time and reduce manual effort, allowing them to focus on more critical aspects of their work. Actions help ensure that important tasks are completed consistently and efficiently, enhancing the overall document management experience.