Automate odometer disclosure statement Template using Loop Returns Bot

Discover a no-code approach to build fully-automated odometer disclosure statement workflow with Loop Returns bot

• To begin setting up a new automated odometer disclosure statement workflow, navigate to the dashboard and click Start. Choose 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 where you need it in a document to make it easier for users to fill out.

  

• After you’ve added or created odometer disclosure statement, the next step is assigning this document along with its fields to individuals.

  

• Next, go to the Assign fields dropdown to indicate which document fields are created for which recipients.

  

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

  

• The final stage of configuring an automated odometer disclosure statement workflow is adding the no-code bots. To add a Loop Returns 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 is limited. Choose All bots in the top left area to check out the complete list of the bots you can add to the step. Alocate the Loop Returns bot, click Install bot, and configure the bot configurations.

  

• Now that your automated odometer disclosure statement workflow is set up, you can:

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