Automate commercial loan application Template using Docamatic Bot

Explore a no-code way to develop fully-automated commercial loan application workflow with Docamatic bot

• To begin setting up a new automated commercial loan application workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to personalize it. Place fields anywhere in a document to make it easier for individuals to fill out.

  

• After you’ve uploaded or created commercial loan application, the next step is assigning this document and its fields to recipients.

  

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

  

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

  

• The last stage of configuring an automated commercial loan application workflow is adding the no-code bots. To add a Docamatic 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. Select All bots in the top left corner to see the full list of the bots you can add to the step. Alocate the Docamatic bot, click Install bot, and configure the bot settings.

  

• Now that your automated commercial loan application workflow is set up, you can:

  • check how it works by choosing Test
  • choose Finish later if you plan to return to the workflow setup
  • click Publish to send out your workflow