Self-paced

Pre-fill from Doc to Doc

4
Star Rating
2016 students
15 minutes
How much time do you spend copying information from one document to another? Learn how to automatically route data between multiple documents to save time and eliminate the hassle of completing high-priority tasks on a deadline.
Pre-fill from Doc to Doc

About this course

This course walks you through the entire process of boosting document workflows by copying information in minutes without manual input or errors. You’ll learn how to save you and your recipients' time by eliminating the need to duplicate data within different documents.

By the end of this course, you'll be able to run automated document workflows and route different data between the documents you’re working on at the exact moment you need.

What’s included?

lessons to explain how to automate data routing between documents
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to automatically move data between different documents
How to decide when documents should be automatically populated
How to easily find the pre-filled documents you need

Who is this course for?

Anyone interested in enhancing their data-heavy operations in documents
Anyone looking to streamline their document workflows
Those who want to advance their career with new skills

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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When do I need to autofill a document?

Each business must efficiently use its resources to become high-performing. Some specialists suggest implementing a wide variety of tools, but more often than not, implementing multiple tools is time-consuming and expensive. So what should you do?

Highly repetitive and routine tasks are prone to human error and should be eliminated or minimized. But how?

Working with forms and documents is unavoidable and often monotonous. Depending on the job, it usually requires several steps: creating, filling out, and signing documents, approving requests, transferring data to electronic databases, etc. Many are still handling this process manually. You might be doing it too. Or maybe you’re using workflow automation tools? Use automated processes to save time and effort, streamline records, and reduce errors. Dozens of work hours can be saved just by implementing quality workflow automation software like airSlate WorkFlow. Autofill documents any time you or your team are faced with routine data entry.

Software pre-fills the document more efficiently than you do

Automation software generates documents much faster and saves much more time than when you do it manually. Powerful tools look for information in already existing databases or other records and autofill documents in the appropriate fields using that data. It makes the process more convenient for everyone. No matter how fast your staff types or finds data in your paper archives – AI does it much faster.

Workflow automation saves costs

It might not seem this way, but you pay employees to create and correct documents. The more data that needs processing – the more staff you need to hire and thus, the more mistakes that need correcting. Save money with software built to autofill documents in less time, with fewer mistakes and more clarity. In addition, digital document management doesn't require traditional expenses like paper, printers, ink, folders, etc. It’s not only cost-effective but eco-friendly, too.

Employees like workflow automation

It's no secret that everyone hates tasks that lead to mental fatigue. You can increase staff satisfaction by implementing robotic process software that can pre-fill documents. This allows employees to focus on more engaging work while being more productive.

What can you Pre-fill in a document?

After setting up your workflow automation software, you can map and use intelligent, fillable fields. Use pre-defined logic and rules to transfer and process data. Easily autofill a document with texts, images, and numbers from other documents or databases.

How to choose a workflow automation software

There are many services that implement automation in your workflows, and you would need to spend days finding the right one if it wasn’t for this article. Being able to autofill a document is just one thing automation can give you.

Use the questions below to better understand what to look for when choosing a platform.

  • Do I have the resources needed to hire developers to integrate new software into my processes?
  • Where will I store the documents in-cycle or the ones that are executed?
  • Do I have time to teach my staff how to use the new software?

Workflow automation is in right now. With hundreds of products on the market, consider finding a solution that will allow you not only to pre-fill documents but also complete many other tasks. airSlate WorkFlow is a prime example of a solution that can update records, send reminders, import or export data to various services, sign documents electronically, etc. It’s an all-in-one BPA platform that uses no-code integrations. That means you don’t need an IT department or expensive developers to integrate it.

How to become an expert in workflow automation

airSlate WorkFlow is more than just a workflow automation software. You can join the airSlate Academy to gain new knowledge and skills to help you establish yourself as an automation expert. In the academy, you’ll find courses introducing an assortment of bots (for example, Pre-fill with custom data bot). You will understand the fundamentals of business process automation, ways to set and use analytics, how to improve your workflows’ security, and much more.

The most significant advantages of the airSlate Academy:

  • High quality. Get valuable knowledge in a simple and entertaining way.
  • Practicality. Discover new use-cases and ways to solve different problems.
  • Accessibility. Join the academy for free from anywhere you have an internet connection.
  • Product orientation. Learn how to automate form filling and use other powerful tools for document management.

Get fully automated workflows today! Become a workflow automation expert and autofill a document with your new skills.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Consider using airSlate WorkFlow, a progressive no-code automation tool that’ll help you digitize your regular business processes and facilitate completing routine tasks. You can also use it for automatic form filling. Once you register an account, you’ll be able to create workflows from scratch or use those available in the platform’s library. Add the Pre-fill document bot to your workflow to seamlessly transfer completed information from one form to another by mapping corresponding fields for pre-filling data.

Doing paperwork manually without automating processes is a time-consuming and error-prone task. Sign up for an account with airSlate WorkFlow, a cloud-based no-code workflow automation solution. It’s also a great auto-filling software that features a Pre-fill document bot that transmits information from one document and pre-populates the relative fields in another one. All you need to do is add the bot to your workflow and configure the automatic form filling in the bot’s settings. If you set it up correctly, it’ll automatically pass information between documents and autofill your forms every time someone fills out the initial template.

airSlate WorkFlow features the Pre-fill document bot to make it possible for any user to properly set up automatic form filling with the data from other documents in minutes, without hassle. When the bot is added to a workflow, you need to indicate what fields should be transferred and map them with the corresponding fields in another form. If you need to pre-populate a spreadsheet, use the table method of mapping to pass data from columns in one form to relative columns in another one. For more detailed instructions on how to autofill forms with no-code bots and properly set up your workflows, join the airSlate Academy.

There is a good number of automated form-filling software on the market that can help you with prefilling documents, including cloud-based and installable tools. Cloud-based solutions are better as they save space on your device and can be accessed from virtually any place. Choose airSlate WorkFlow to easily automate form filling for virtually all day-to-day business processes. The tool uses a variety of no-code bots that allow users to start prefilling documents without any coding skills or the help of IT specialists.

Auto form filling software serves a simple purpose: these form-filling programs help to instantly fill out documents and automatically transfer data from one completed doc to another. This allows users to save a bunch of time usually spent on tedious paperwork and complete tasks faster. The market offers many different auto form fill software, both installable and online. Consider choosing airSlate Workflow for your regular task automation. It’s a great solution for prefilling documents and streamlining business procedures. Check the training courses on how to use the tool by joining the airSlate Academy for free.

Form-filling programs help administrative staff and other professionals who deal with document collection to facilitate their daily tasks and digitize paperwork. They speed up the process of creating and filling out documents and collecting forms while reducing manual data entry. Implementing solutions that automate form filling saves time and money.

airSlate WorkFlow uses no-code bots (robotic software) to automate just about any repetitive business process. You don’t even need to have special programming skills or hire extra IT professionals to properly set them up. It’s a great form-filling software that can save you from monotonous, time-consuming, and error-prone paperwork and boost your team's productivity. All you need to do is add the Pre-fill document bot to your workflow and select documents to transmit data between. Indicate the form you need to start prefilling and the one you need to pass information from, map the fields to transfer, and set other conditions. To learn more, go through the relative course with the airSlate Academy.

Automatic form filler software allows users to transmit information from fillable fields in one document to corresponding fields in another one. By using an auto-fill program, you can eliminate errors caused by manual form completion and save a lot of time for more priority tasks.

If you choose airSlate WorkFlow to facilitate your regular business processes, all you need to do is register an account. The platform works online in any browser, so there’s no need to set up any auto-fill software on your device. airSlate WorkFlow also doesn’t require you to have IT specialists to make your processes run automatically. The tool has a user-friendly interface and uses a variety of no-code bots that help you automate virtually any business procedure. To discover more about the technology and how to quickly set up proper data prefilling from one document to another, sign up for the airSlate Academy and take its free courses.

With airSlate WorkFlow, you can populate any document with data that’s automatically passed from another one. It’s a great form-filling software that helps you digitize your routine procedures and save tons of time and effort. To enable the automatic form filling option, simply add the Pre-fill document bot to your workflow and configure its settings according to your needs. Indicate the documents to and from which you need to prefill data, map the relative fields in each form, and set other conditions for the bot to act. If you configure it correctly, the bot will autofill forms each time you (or other people) complete the initial template. For further guidance, check the relative course at the airSlate Academy.

Pre-fill from Doc to Doc

The Pre-fill from Doc to Doc course from airSlate Academy is designed to teach you how to automate the transfer of data from one form to another within your document workflows. This course will empower you to streamline data-heavy processes by setting up automation bots that handle the repetitive task of copying and pasting data, saving time, and reducing errors.

What you will learn:

  • How to select the right data transfer method
  • How to map the document's fillable fields with relevant fields from another document
  • How to set conditions for when documents will be automatically pre-filled

Course lessons include:

  1. Intro:
    • Understand the foundational concepts and terms necessary for working with airSlate WorkFlow, including documents, templates, workflows, versions, steps, bots, and revisions.

  2. Typical use cases:
    • Explore real-world scenarios where the Pre-fill from doc to doc bot can be highly beneficial.

  3. Setting up the bot:
    • Take a detailed walkthrough of setting up the Pre-fill from doc to doc bot, including selecting appropriate fields, mapping them, and configuring settings.

  4. Bot execution conditions:
    • Learn to set specific triggers and conditions under which the bot will operate.

  5. Advanced settings:
    • Find out how to fine-tune the bot's performance, handle exceptions, and use tags for better organization.

Who should enroll:

This course is ideal for professionals involved in document-heavy processes such as HR, legal, education, or any other field where data transfer between documents is frequent and critical. It's also suitable for individuals looking for ways to enhance their efficiency and accuracy in document management by leveraging automation.


By the end of this program, you will be proficient in automating document data transfer using airSlate WorkFlow's Pre-fill from doc to doc bot, enabling you to significantly streamline your repetitive processes and minimize the effort needed for routine data entry tasks. Enroll now and master your document workflow automation skills with airSlate Academy!