Use Fit3D Bot for Automating deposit verification Template

Discover a no-code approach to create fully-automated deposit verification workflow with Fit3D bot

• To start building a new automated deposit verification workflow, check out the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to modify it. Place fields anywhere in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created deposit verification, 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 meant for which users.

  

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

  

• The last stage of configuring an automated deposit verification workflow is setting up the no-code bots. To add a Fit3D bot to the step, hover over the step you intend to automate and select the Add bot to step option.

  

• At this stage, the list of available bots is limited. Choose All bots in the top left area to check out the full list of the bots you can add to the step. Alocate the Fit3D bot, click Install bot, and configure the bot settings.

  

• Now that your automated deposit verification workflow is configured, you can:

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