Use Handwrite Bot for Automating bank reference letter Template

Discover a no-code approach to develop fully-automated bank reference letter workflow with Handwrite bot

• To begin building a new automated bank reference letter workflow, go to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to personalize it. Place fields where you need it in a document to make it easier for recipients to fill in.

  

• After you’ve uploaded or created bank reference letter, the next step is assigning this document and its particular fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

• Once done, click Continue at the bottom of the screen.

  

• The last stage of configuring an automated bank reference letter workflow is setting up the no-code bots. To add a Handwrite bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Choose All bots in the top left corner to see the complete list of the bots you can add to the step. Alocate the Handwrite bot, click Install bot, and configure the bot settings.

  

• Now that your automated bank reference letter workflow is set up, you can:

  • check how it works by choosing Test
  • click Finish later if you intend to return to the workflow setup
  • click Publish to email your workflow