Automate daycare receipt Template using HiDeliver Bot

Discover a no-code way to develop fully-automated daycare receipt workflow with HiDeliver bot

• To start creating a new automated daycare receipt 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 users to fill in.

  

• After you’ve uploaded or created daycare receipt, the next step is assigning this document along with its fields to recipients.

  

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

  

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

  

• The last stage of configuring an automated daycare receipt workflow is setting up the no-code bots. To add a HiDeliver 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 check out the full list of the bots you can add to the step. Alocate the HiDeliver bot, click Install bot, and configure the bot settings.

  

• Now that your automated daycare receipt workflow is set up, you can:

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