How do I give Fold what it needs to finish my custom-built automations?

Where it is

In More › Choose automations, at the very top, there is "Built for your company". Every automation still under construction has "What we need from you" underneath: one row for each thing we are missing, with its status (Missing, Handed over or Checked) and a single button. While something is missing, the Home screen reminds you with "Fold needs N things from you to finish your automations" and the "See what it needs" button, which takes you straight there. When nothing is missing, that notice goes away.

One step for each thing

• Upload file: you choose the Excel workbook (.xlsx) on your computer, Fold shows its name and size and you press "Hand over". Fold checks that it really is an Excel workbook (a program or a PDF with another name is not accepted) and keeps it in your company's folder.
• Paste key: you paste the key into the field (it shows as dots, not in plain text) and press "Hand over". It is stored encrypted, only for the automations that need it, and it expires after a year: if it expires, the row says "Missing" again and you paste it once more. Fold cannot test it from here: we test it when the automation is finished.
• Write it: you write a short answer (300 characters at most) and press "Hand over". A Spanish ID number (DNI or NIE), a bank account number (IBAN) or a card number is not accepted here: Fold tells you and does not save it.

If it is an Excel workbook for My data

Sometimes what we ask for is an Excel workbook that Fold will use to answer you, like any other in My data (your rates, for example). The sentence before \"Hand over\" tells you so, and handing it over goes through the same steps as uploading a workbook in Account › My data: Fold checks that it is an Excel workbook, does not open the sheets it never reads, keeps it with your company's data and shows you how it has understood its columns. The row says Handed over and \"Still to confirm in My data\", with the \"Confirm it in My data\" button, which takes you there. You check the columns are right (and correct them if needed) and confirm it. Until then Fold does not use it at all. When you confirm it, the row says \"It is in My data\" and that is when we tell Fold Burnao (its name and size; the file does not leave your computer). If the workbook does not look like what we asked for, Fold tells you and does not save it.

What leaves your computer (and what does not)

Before "Hand over", the row itself tells you in one sentence what Fold Burnao will know. Pressing "Hand over" is your permission. In an installed Fold, the file, the key and what you write do not leave your computer: Fold Burnao only receives the notice that you have handed it over (which item, when and, for a file, its name and size). For a key, not even that: only that you have saved it. If there is no internet at that moment, the notice goes out as soon as the connection is back. Once Fold Burnao has looked at it, the row changes to "Checked".

Changing or removing

What you have handed over can be changed from the same row (for example, a newer workbook). A saved key is never shown again: you will see "Saved on …", "Change" (the new one replaces the old one, which stops working) and "Remove" (it can no longer be used, straight away).

Who can hand things over

The company owner and administrators. Everyone else can see the list but cannot hand anything over. Nothing is handed over in the example company.

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