Workflow Versioning

airSlate WorkFlow empowers businesses to streamline their document-based workflows and keep up with the accelerating pace of digital transformation. Adopting automation tools is becoming more critical for companies that want to maintain a healthy workflow of hybrid and remote work across different industries and departments.

Workflow versioning automation: How it works

airSlate WorkFlow is a no-code document automation solution that helps you build seamless document-based workflows without writing a single line of code. It lets you select from dozens of pre-programmed Bots, conditions, and document templates to create a logically structured document approval process. Moreover, extend the power of document workflow automation with various integrations that handle frictionless data routing between your documents and applications.

Our newest feature—workflow versions—helps you better understand whether your workflows are working the way you intended. Before explaining what workflow versioning is and how it works, let’s cover some basic airSlate WorkFlow terminology:

• Document is a one-time document workflow that you create by adding fillable documents and forms, setting up a step-by-step workflow, and automating it with the help of Bots. To run multiple workflows with the same settings but different recipients, save your document as a workflow.
• Workflow is a repeatable document workflow that allows you to run multiple workflows with the same settings by sending documents to different recipients. By making changes to a workflow’s configuration, you create a version.
• Version represents the current configuration of a workflow. When you publish a new version, its settings will be automatically applied to every subsequent workflow.
• An Audit Trail is a detailed record of actions applied to the document and logs. This feature is included in each workflow version history.

As soon as you’ve got it set up, you can introduce new changes to your existing workflow without disrupting it. Every time you perform a new action in your workflow, the system automatically creates a new version of it.

But not all actions lead to workflow version creation. Here is a list of actions that can trigger a new version: tweaking documents, changing a workflow diagram, and configuring Bot settings. Additionally, you will have the option of selecting what you would like to do next with each version: You can choose to edit, publish, save, or test it. Running a test is critical, as it can help you ensure you are creating a well-functioning workflow. It will help you spot mistakes and flaws in your configuration before becoming active, potentially saving many working hours. Workflow version control allows you to track all the changes you’ve made to a workflow, down to the tiniest detail.

Document execution, delivery, and management are the processes that are most prone to mistakes. The Workflow versions feature is a game changer if you want to consistently save time and resources.

Learning the ropes of Workflow versioning automation

The entire process of creating workflow versions and workflow more broadly might seem complicated on the surface for those who haven’t used no-code automation tools before. This is where airSlate Academy comes to the rescue. We’ve created a detailed course explaining how to:

• Work with workflow versions
• Edit a newly created version
• Apply and track workflow version history
• Pull data from different versions
• Publish, save, and test versions

In addition to this course, we offer other introductory through advanced courses to help you get started with airSlate WorkFlow. This straightforward approach allows you to optimize document workflow automation and set yourself apart as an automation specialist.

The best part of enrolling in our workflow versioning & automation courses is that they’re free and self-paced. You have the freedom to decide when and how often you would like to enroll in them. At the end of each course, provided you’ve passed the quiz, you will get a certificate validating your knowledge.

While many people remain on the fence about whether or not they need to embrace no-code automation in their critical document workflows, you can and should start embracing it right now! airSlate WorkFlow provides a wide range of learning materials, courses, and insightful information on where the no-code automation industry is heading and how to get the most out of it with our solution.

Our main goal is to keep creating and developing no-code tools so that businesses and organizations can use them in a way that would allow their IT departments to concentrate on more far-reaching and strategic objectives.

Enroll in our course and become a document workflow automation enthusiast like us!