Use YesInsights Bot for Automating parental consent Template

Discover a no-code approach to develop fully-automated parental consent workflow with YesInsights bot

• To begin building a new automated parental consent workflow, check out 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 where you need it in a document to make it easier for users to fill in.

  

• After you’ve uploaded or created parental consent, the next stage is assigning this document along with its fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated parental consent workflow is adding the no-code bots. To add a YesInsights bot to the step, hover over the step you intend to automate and choose 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. Alocate the YesInsights bot, click Install bot, and configure the bot configurations.

  

• Now that your automated parental consent workflow is set up, you can:

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