Auto‑Status & Milestones: Full Trigger Matrix

Auto‑Status & Milestones: Full Trigger Matrix

Summary: Configure system and template‑driven auto‑statuses for events like web submit, print proof, change/remove invoice/POD/proof, job type changes, invoice paid, and more; optionally auto‑update milestones.

Quick answer

Use Diligence Phrases and ServerOptions “AutoMilestone” to build event‑driven updates; Report Generator can also write statuses when it runs; subjects/bodies can include merge fields.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. In **Maintain ▸ Diligence Phrases**, configure templates and **Set New Milestone** where appropriate; define default recipients and subject/body with merge fields.
    media/auto-status-and-milestones-01.png

    [Insert screenshot for Step 1]

  2. Enable **AutoMilestone** in **ServerOptions** so milestone changes are written automatically from configured auto‑status rules.
    media/auto-status-and-milestones-02.png

    [Insert screenshot for Step 2]

  3. Review core event hooks mentioned in the manual: **Submit on Web**, **Print Proof**, **Change/Remove Invoice**, **Remove POD**, **Remove Proof**, **Job Type Changed**, **Invoice Paid**, and model‑triggered activity.
    media/auto-status-and-milestones-03.png

    [Insert screenshot for Step 3]

  4. Optionally, configure **Report Generator** jobs to write auto‑status when they execute (for nightly workflows).
    media/auto-status-and-milestones-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Statuses and milestone changes appear automatically as events occur; emails/logs are produced when configured.

Troubleshooting

If no updates occur, verify template activation, ServerOptions AutoMilestone, and that your build includes the autostatus scripts referenced in the updates.

  • X

    • Related Articles

    • Diligence Phrases: public vs. internal, email templates, milestones

      Summary: Speed status entry, control what publishes, and trigger milestones with optional email templates. Quick answer Create reusable phrases; mark **Comment** to keep internal; map to phone app; set default email recipients and milestones. What ...

    • Add Status and Diligence from Dispatch

      Summary: Log statuses/diligence, keep private comments internal, and add items in bulk. Quick answer Right‑click to add **Status** or **Diligence**; check **Comment** to hide from the client; use mass actions for multiple jobs. What you need ...

    • QR Loader (Advanced): Remove First Page, Doc Type on Load, Ready‑to‑Copy Autostatus

      Summary: Use advanced QR loader options to remove the cover page, choose document type during loading, set autostatus, and auto‑attach on dispatch. Quick answer In the updated QR loader, choose options to strip the first page (cover), set document ...

    • Batch Close and Generate Recurring Jobs

      Summary: Finalize many similar jobs at once and auto‑create new daily/periodic orders. Quick answer Use **Batch Close** to clone a baseline job’s proof/invoice onto a set of jobs; use **Generate Recurring Jobs** to create pre‑defined customer jobs ...

    • eFiling Importer: Background Parameters and Auto‑Billing/Notifications

      Summary: Configure the importer to auto‑create orders, proofs, invoices, document attachments, and notifications for concierge/self‑serve filings. Quick answer Use the Background Parameters to define import rules (status, category, OC court type, ...