Use Bluebeam Bot for Automating college application Template

Discover a no-code way to create fully-automated college application workflow with Bluebeam bot

• To begin creating a new automated college application workflow, check out 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 anywhere in a document to make it easier for recipients to fill out.

  

• After you’ve uploaded or created college application, 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 created for which users.

  

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

  

• The final stage of configuring an automated college application workflow is adding the no-code bots. To add a Bluebeam 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 offered bots has limitations. Select All bots in the top left corner to view the full list of the bots you can add to the step. Find the Bluebeam bot, click Install bot, and configure the bot settings.

  

• Now that your automated college application workflow is set up, you can:

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