Use Brandfolder Bot for Automating doctor prescription Template

Explore a no-code way to develop fully-automated doctor prescription workflow with Brandfolder bot

• To begin creating a new automated doctor prescription 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 anywhere in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created doctor prescription, the next stage is assigning this document along with its fields to individuals.

  

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

  

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

  

• The final stage of configuring an automated doctor prescription workflow is setting up the no-code bots. To add a Brandfolder 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 has limitations. Select All bots in the top left corner to see the complete list of the bots you can add to the step. Alocate the Brandfolder bot, click Install bot, and configure the bot settings.

  

• Now that your automated doctor prescription workflow is set up, you can:

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