Use Collect Bot for Automating student profile Template

Explore a no-code way to develop fully-automated student profile workflow with Collect bot

• To start creating a new automated student profile workflow, go to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to modify it. Place fields where you need it in a document to make it easier for users to fill out.

  

• After you’ve uploaded or created student profile, the next step is assigning this document and its particular fields to recipients.

  

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

  

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

  

• The last stage of configuring an automated student profile workflow is adding the no-code bots. To add a Collect 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 check out the complete list of the bots you can add to the step. Find the Collect bot, click Install bot, and configure the bot configurations.

  

• Now that your automated student profile workflow is set up, you can:

  • check how it operates by choosing Test
  • select Finish later if you plan to return to the workflow setup
  • click Publish to email your workflow