Making a template for my TRID information to send once escrow opens?

Q:  I am trying to make a template for my TRID information to send once escrow opens. I have made a template with merge fields but now how do I add it to existing workflows?

A:  Go to the Activity that you want to send it from and then make an ACTION (lower right corner of activity).

http://help.realvolve.com/hc/en-us/articles/204154759-OnBoard-Day-23-Actions-Without-Checklists

Make sure the "Use With" is setup the same on the template as what you use on the workflow. Contact Templates have to use Contact Workflows, Property Templates are used in Property Workflows and Transaction Templates are used in Transaction Workflows.

 

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