--- title: Josef No-Code Automation Platform | Support description: Learn how to create, edit, and launch bots, create documents, and more. --- [Skip to content](https://help.joseflegal.com/josef-no-code-automation-platform#main-content) [![Josef Logo](https://help.joseflegal.com/hs-fs/hubfs/josef-logo-4.png?width=120&height=40&name=josef-logo-4.png)](https://www.joseflegal.com) Open main navigation Close main navigation - - [Contact us](https://help.joseflegal.com/kb-tickets/new) [Contact us](https://help.joseflegal.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Support](https://help.joseflegal.com/) 2. [Josef No-Code Automation Platform](https://help.joseflegal.com/josef-no-code-automation-platform) # Josef No-Code Automation Platform Learn how to create, edit, and launch bots, create documents, and more. ## Building bots - [AI data extraction](https://help.joseflegal.com/ai-extraction-engine) - [Create a conversation flow](https://help.joseflegal.com/create-a-conversation-flow) - [Calculations and variables](https://help.joseflegal.com/calculations-and-variables) - [Duplicate, cut or copy a message](https://help.joseflegal.com/duplicate-cut-or-copy-a-message) - [Create a new bot](https://help.joseflegal.com/create-a-new-bot) - [Connection rules](https://help.joseflegal.com/connection-rules) - [Approval workflow bots](https://help.joseflegal.com/approval-workflow-bots) - [Create message connections](https://help.joseflegal.com/create-message-connections) - [Rule groups](https://help.joseflegal.com/rule-groups) - [Create messages](https://help.joseflegal.com/create-messages) - [Response types](https://help.joseflegal.com/response-types) - [Message types](https://help.joseflegal.com/message-types) See less ▼ ## Integrations - [AdobeSign](https://help.joseflegal.com/adobesign) - [Xakia](https://help.joseflegal.com/xakia) - [Managing access tokens](https://help.joseflegal.com/managing-access-tokens) - [SharePoint](https://help.joseflegal.com/sharepoint) - [Slack](https://help.joseflegal.com/slack) - [Salesforce](https://help.joseflegal.com/salesforce) - [iManage](https://help.joseflegal.com/imanage) - [Sending data to your system (using webhooks)](https://help.joseflegal.com/sending-data-to-your-system-using-webhooks) - [Pull external data into bots via APIs](https://help.joseflegal.com/pull-external-data-into-bots-via-apis) - [Actionstep](https://help.joseflegal.com/actionstep) - [Dazychain](https://help.joseflegal.com/dazychain) - [Airtable](https://help.joseflegal.com/airtable) - [DocuSign](https://help.joseflegal.com/docusign) See less ▼ ## Notifications and workflows - [Send notification emails](https://help.joseflegal.com/send-notification-emails) - [Managing bot workflows](https://help.joseflegal.com/managing-bot-workflows) ## Document creation - [Creating a new document](https://help.joseflegal.com/creating-a-new-document) - [Creating a document in the Word editor](https://help.joseflegal.com/creating-a-document-in-the-word-editor) - [File upload images in documents](https://help.joseflegal.com/file-upload-images-in-documents) - [Cross references](https://help.joseflegal.com/cross-references) - [Unlocking unsupported content and blocks](https://help.joseflegal.com/unlocking-unsupported-content-and-blocks) - [Document preview](https://help.joseflegal.com/document-preview) - [Export & re-upload document](https://help.joseflegal.com/export-re-upload-documents-beta) - [Looping logic](https://help.joseflegal.com/looping-logic) - [Styling a Web document](https://help.joseflegal.com/styling-a-web-document) See less ▼ ## Managing bots - [Require admin approval to launch bots](https://help.joseflegal.com/require-admin-approval-to-launch-bots) - [Managing bots](https://help.joseflegal.com/managing-bots) ## Testing, troubleshooting and editing - [Collaborating on a build](https://help.joseflegal.com/collaborating-on-a-build) - [Testing a bot](https://help.joseflegal.com/testing-a-bot) - [Edit a document](https://help.joseflegal.com/edit-a-document) - [Delete a bot](https://help.joseflegal.com/delete-a-bot) - [Duplicate a bot](https://help.joseflegal.com/duplicate-a-bot) - [Edit a bot](https://help.joseflegal.com/edit-a-bot) - [Troubleshooting](https://help.joseflegal.com/troubleshooting) See less ▼ ## Launching - [Launching and updating your live bot](https://help.joseflegal.com/launching-and-updating-your-live-bot) - [Require Single Sign On to access your bots](https://help.joseflegal.com/require-single-sign-on-to-access-your-bots) - [Approve or reject a bot (as an admin)](https://help.joseflegal.com/approve-or-reject-a-bot-as-an-admin) - [Submit your bot for approval (for builders)](https://help.joseflegal.com/submit-your-bot-for-approval-for-builders) ## Single Sign-On - [Enable Single Sign-On with Okta (Okta Integration Network) (Josef no-code)](https://help.joseflegal.com/enable-single-sign-on-with-okta-okta-integration-network) - [Enable Single Sign On with Okta (custom Okta application) (Josef no-code)](https://help.joseflegal.com/enable-single-sign-on-with-okta-custom-okta-application) - [Enable Single Sign-On with Microsoft Azure Active Directory (Josef no-code)](https://help.joseflegal.com/enable-single-sign-on-with-microsoft-azure-active-directory) ## FAQs - [How can I change the first message of my bot?](https://help.joseflegal.com/how-can-i-change-the-first-message-of-my-bot) - [How do I share a bot with someone?](https://help.joseflegal.com/how-do-i-share-a-bot-with-someone) - [Can I access Josef with Internet Explorer?](https://help.joseflegal.com/can-i-access-josef-with-internet-explorer) - [Why does my activity record data appear in one column in Microsoft Excel?](https://help.joseflegal.com/why-does-my-activity-record-data-appear-in-one-column-in-microsoft-excel) - [How do I pull data from 3rd party applications into my bots?](https://help.joseflegal.com/how-do-i-pull-data-from-3rd-party-applications-into-my-bots) - [What is the display criteria for single & multiple choice responses?](https://help.joseflegal.com/what-is-the-display-criteria-for-single-multiple-choice-responses) - [Why can't I add a rule?](https://help.joseflegal.com/why-cant-i-add-a-rule) - [How can I use a user's response in a subsequent message?](https://help.joseflegal.com/how-can-i-use-a-users-response-in-a-subsequent-message) - [Best browser practices](https://help.joseflegal.com/best-browser-practices) - [How can I open the developer console in my browser?](https://help.joseflegal.com/how-can-i-open-the-developer-console-in-my-browser) See less ▼ ## Getting started on Josef no-code - [What is Josef and what can I use it for?](https://help.joseflegal.com/what-is-josef-and-what-can-i-use-it-for) ## Release notes & FAQs for Josef no-code - [October 2026](https://help.joseflegal.com/october-2026) - [September 2026](https://help.joseflegal.com/september-2026) - [August 2026](https://help.joseflegal.com/august-2026) - [July 2026](https://help.joseflegal.com/july-2026-ncap) - [June 2026](https://help.joseflegal.com/june-2026) - [May 2026](https://help.joseflegal.com/may-2026) - [April 2026](https://help.joseflegal.com/april-2026) - [March 2026](https://help.joseflegal.com/march-2026) - [October 2025](https://help.joseflegal.com/october-2025-ncap) - [June 2025](https://help.joseflegal.com/june-25) - [March 2024](https://help.joseflegal.com/march-2024) - [April 2024](https://help.joseflegal.com/april-2024) - [February 2024](https://help.joseflegal.com/february-2024) - [January 2024](https://help.joseflegal.com/january-2024) - [December 2023](https://help.joseflegal.com/december-2023) - [November 2023](https://help.joseflegal.com/november-2023) - [October 2023](https://help.joseflegal.com/october-2023) - [September 2023](https://help.joseflegal.com/september-2023) - [August 2023](https://help.joseflegal.com/august-2023) - [July 2023](https://help.joseflegal.com/july-2023) - [June 2023](https://help.joseflegal.com/june-2023) - [May 2023](https://help.joseflegal.com/may-2023) - [April 2023](https://help.joseflegal.com/april-2023) - [February 2023](https://help.joseflegal.com/february-2023) - [January 2023](https://help.joseflegal.com/january-2023) - [November 2022](https://help.joseflegal.com/november-2022) - [October 2022](https://help.joseflegal.com/october-2022) - [September 2022](https://help.joseflegal.com/september-2022) - [August 2022](https://help.joseflegal.com/august-2022) - [July 2022](https://help.joseflegal.com/july-2022) - [June 2022](https://help.joseflegal.com/june-2022) - [May 2022](https://help.joseflegal.com/may-2022) - [April 2022](https://help.joseflegal.com/april-2022) - [February 2022](https://help.joseflegal.com/february-2022) - [January 2022](https://help.joseflegal.com/january-2022) - [November 2021](https://help.joseflegal.com/november-2021) - [September 2021](https://help.joseflegal.com/september-2021) - [August 2021](https://help.joseflegal.com/august-2021) - [July 2021](https://help.joseflegal.com/july-2021) - [March 2021](https://help.joseflegal.com/march-2021) - [January 2021](https://help.joseflegal.com/january-2021) - [December 2020](https://help.joseflegal.com/december-2020) - [November 2020](https://help.joseflegal.com/november-2020) - [September 2020](https://help.joseflegal.com/september-2020) - [August 2020](https://help.joseflegal.com/august-2020) - [July 2020](https://help.joseflegal.com/july-2020) - [June 2020](https://help.joseflegal.com/june-2020) - [May 2020](https://help.joseflegal.com/may-2020) - [April 2020](https://help.joseflegal.com/april-2020) - [March 2020](https://help.joseflegal.com/march-2020) - [February 2020](https://help.joseflegal.com/february-2020) - [January 2020](https://help.joseflegal.com/january-2020) See less ▼ ## Managing accounts - [Managing accounts (Josef no-code)](https://help.joseflegal.com/managing-accounts-1) - [Logging in (Josef no-code)](https://help.joseflegal.com/logging-in) - [Organisation settings (Josef no-code)](https://help.joseflegal.com/organisation-settings) - [Activating your account (Josef no-code)](https://help.joseflegal.com/activating-your-account) - [How to become an admin (Josef no-code)](https://help.joseflegal.com/how-to-become-an-admin) ## Reporting - [Reporting for admins (Josef no-code)](https://help.joseflegal.com/reporting-for-admins) - [Reporting and records](https://help.joseflegal.com/reporting-and-records) ## Formatting a bot - [Clearing user responses](https://help.joseflegal.com/clearing-user-responses) - [Changing a bot's text direction](https://help.joseflegal.com/changing-a-bots-text-direction) - [Styling a bot](https://help.joseflegal.com/styling-a-bot) - [Josef Q](https://help.joseflegal.com/josef-q#main-content) - [Using tools](https://help.joseflegal.com/josef-q#using-tools) - [Training tools](https://help.joseflegal.com/josef-q#training-tools) - [Preparing a knowledge base](https://help.joseflegal.com/josef-q#preparing-a-knowledge-base) - [Release note (Josef Q)](https://help.joseflegal.com/josef-q#release-note-josef-q) - [Creating tools](https://help.joseflegal.com/josef-q#creating-tools) - [Managing tools and accounts](https://help.joseflegal.com/josef-q#managing-tools-and-accounts) - [Integrations](https://help.joseflegal.com/josef-q#integrations) - [Resources](https://help.joseflegal.com/josef-q#resources) - [Monitoring & maintaining tools](https://help.joseflegal.com/josef-q#monitoring-maintaining-tools) - [Josef No-Code Automation Platform](https://help.joseflegal.com/josef-no-code-automation-platform#main-content) - [Building bots](https://help.joseflegal.com/josef-no-code-automation-platform#building-bots) - [Integrations](https://help.joseflegal.com/josef-no-code-automation-platform#integrations) - [Notifications and workflows](https://help.joseflegal.com/josef-no-code-automation-platform#notifications-and-workflows) - [Document creation](https://help.joseflegal.com/josef-no-code-automation-platform#document-creation) - [Managing bots](https://help.joseflegal.com/josef-no-code-automation-platform#managing-bots) - [Testing, troubleshooting and editing](https://help.joseflegal.com/josef-no-code-automation-platform#testing-troubleshooting-and-editing) - [Launching](https://help.joseflegal.com/josef-no-code-automation-platform#launching) - [Single Sign-On](https://help.joseflegal.com/josef-no-code-automation-platform#single-sign-on) - [FAQs](https://help.joseflegal.com/josef-no-code-automation-platform#faqs) - [Getting started on Josef no-code](https://help.joseflegal.com/josef-no-code-automation-platform#getting-started-on-josef-no-code) - [Release notes & FAQs for Josef no-code](https://help.joseflegal.com/josef-no-code-automation-platform#release-notes-faqs-for-josef-no-code) - [Managing accounts](https://help.joseflegal.com/josef-no-code-automation-platform#managing-accounts) - [Reporting](https://help.joseflegal.com/josef-no-code-automation-platform#reporting) - [Formatting a bot](https://help.joseflegal.com/josef-no-code-automation-platform#formatting-a-bot) [![Chill listening crop-3](https://help.joseflegal.com/hs-fs/hubfs/Josef%20logo.png?width=72&height=24&name=Josef%20logo.png "Chill listening crop-3")](http://joseflegal.com) [support@joseflegal.com](mailto:support@joseflegal.com)  [mailto:support@joseflegal.com](mailto:support@joseflegal.com) Copyright © 2025, Josef Legal