Use Service Fusion Bot for Automating online credit application Template

Discover a no-code approach to build fully-automated online credit application workflow with Service Fusion bot

• To begin building a new automated online credit application workflow, check out 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 customize it. Place fields anywhere in a document to make it easier for users to complete.

  

• After you’ve added or created online credit application, 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 created for which users.

  

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

  

• The final stage of configuring an automated online credit application workflow is setting up the no-code bots. To add a Service Fusion 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 offered bots is limited. Select All bots in the top left area to check out the complete list of the bots you can add to the step. Alocate the Service Fusion bot, click Install bot, and configure the bot settings.

  

• Now that your automated online credit application workflow is configured, you can:

  • check how it works by selecting Test
  • click Finish later if you intend to go back to the workflow setup
  • click Publish to send out your workflow