Use Easy Project Bot for Automating car transfer Template

Explore a no-code way to build fully-automated car transfer workflow with Easy Project bot

• To start setting up a new automated car transfer workflow, go to 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 modify it. Place fields anywhere in a document to make it easier for individuals to complete.

  

• After you’ve added or created car transfer, the next step is assigning this document and its fields to recipients.

  

• Next, proceed 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 last stage of configuring an automated car transfer workflow is adding the no-code bots. To add a Easy Project bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of available bots is limited. Select All bots in the top left area to see the full list of the bots you can add to the step. Find the Easy Project bot, click Install bot, and configure the bot settings.

  

• Now that your automated car transfer workflow is set up, you can:

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