Automate odometer disclosure statement Template using SimplyNoted Bot

Explore a no-code way to build fully-automated odometer disclosure statement workflow with SimplyNoted bot

• To begin setting up a new automated odometer disclosure statement workflow, go to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• Once a document is uploaded or imported, you can insert fillable fields to modify it. Place fields where you need it in a document to make it easier for users to complete.

  

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

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are intended 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 setting up the no-code bots. To add a SimplyNoted 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 offered bots is limited. Select All bots in the top left area to check out the full list of the bots you can add to the step. Find the SimplyNoted bot, click Install bot, and configure the bot settings.

  

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

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