{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/091851ffb3854c54b19ca5ae60fe59f5\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/091851ffb3854c54b19ca5ae60fe59f5-3326c199beda7bce.gif","duration":325.6,"title":"Automations","description":"In this video, I walk you through setting up trust layer automations in your workspace settings, specifically focusing on expiring document reminders and document request reminders. I explain how to enable these automations, manage document requests, and the tagging system that tracks the status of each request. It's crucial to toggle on the automatic reminders when sending out initial document requests to ensure timely follow-ups. Please make sure to review the email templates provided and customize them as needed."}