Add fillable fields to the document placeholder to use it for setting up bots and steps. When the fillable field names in an uploaded document match the names of the placeholder fields, the documents fields will be automatically assigned to specific steps and/or used by the bots to pre-fill or update the data. Let’s see how it works:
1. The workflow administrator needs to create fillable fields in the document placeholder first. To do so, select Add new field.
2. In the Add new field pop-up, enter the field name that will match the corresponding fillable field name in the uploaded document. Then, select the field type. Submit the field once finished.
In the current example, we’ve created the following fields in the Document Placeholder:
To edit or remove a field, click the three dots next to the field you need. Then, select the corresponding option.
The Document Placeholder field names should correspond to the document field names:
That’s it! Once the document is uploaded, the document placeholder fields will match the document fields. As a result, they will be automatically assigned to steps or used by bots.