Automate security agreement Template using WordPress Website Creator Bot

Explore a no-code way to create fully-automated security agreement workflow with WordPress Website Creator bot

• To begin creating a new automated security agreement workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to customize it. Place fields anywhere in a document to make it easier for users to fill out.

  

• After you’ve uploaded or created security agreement, the next stage is assigning this document and its particular fields to individuals.

  

• Next, proceed to the Assign fields dropdown to specify which document fields are created for which users.

  

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

  

• The last stage of configuring an automated security agreement workflow is setting up the no-code bots. To add a WordPress Website Creator bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of available bots is limited. Select All bots in the top left area to see the full list of the bots you can add to the step. Alocate the WordPress Website Creator bot, click Install bot, and configure the bot configurations.

  

• Now that your automated security agreement workflow is configured, you can:

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