Pre-fill with Custom Data

The secret ingredient of any efficient document-based operations is high customizability and cost-efficiency. You can achieve this the easiest with no-code solutions like airSlate WorkFlow. Our no-code bots let you set up workflows from scratch or from pre-made templates fine-tuned to fit your company's particular needs. Implementing airSlate WorkFlow doesn’t require specialized knowledge or training to build, automate, and run your essential routine operations. Learn more about the ins and outs of automating your business processes on our main airSlate Academy page and sign up for free courses arranged by topic and complexity.

Document workflow automation is the process by which you delegate all mundane and routine parts of your document approval or data collection cycles to an intelligent document workflow management solution. For instance, you might create a document for execution but let automation tools pass the document around, extract collected information, or send out reminders based on conditions and logic you’ve pre-set. As a rule, the core of such a solution is an RPA, AI, or similar technology.

Intelligent document processing (IDP) involves a tech stack that combines AI (artificial intelligence) and OCR (optical character recognition) to facilitate the search, organization, and retrieval of unstructured data. By leveraging IDP in your workflow document management, you can extract handwritten or typed texts, symbols, key values, tables, fields, and numbers.

For one-off data collection, you can use a document management program like Microsoft Word to create a simple fillable form. However, if you deal with data collection as part of a regular routine, you must look closely at more specialized solutions built around automation. airSlate WorkFlow is one such solution. It lets you quickly set up a document for smooth data collection and pulls and pushes data between your CRMs and applications, sparing you from entering it manually.

If you want to create and configure an automated document process, airSlate WorkFlow is the way to go. You can use an array of automation and integration capabilities to build an efficient document approval process from the ground up. Upload and draft documents from scratch or templates, make them fillable, pre-fill forms with existing data, and set up a smooth and error-free data collection and routing procedure. With a workflow documentation solution like ours, you can minimize human input while increasing your team's productivity. To learn more about how to automate your workflow document processes, check out our free courses.

As the term suggests, a fillable Word document is a form that consists of fillable fields that people can fill out without having to print and scan it or use any other workarounds. The fillable form comes in handy when you create anything from customer surveys and feedback forms to invoices and contracts, anything that quickly collects required information. Microsoft Word is one of the most popular document processing programs, and most people are already familiar with its main functionality.

A Word document can be pre-filled from information provided from other documents. There are two ways to achieve this: using a UserForm or so-called “if statements.” The former requires some programming knowledge, while the latter will take substantial time to grasp. The best way out is to use airSlate WorkFlow, a no-code document workflow management solution with all the needed resources to create fillable forms online from scratch and make the most of them.

The simplest way to leverage auto-fill functionality in a Word document is with Mapped content controls. You can set up different default controls to serve different purposes so that a user doesn’t need to repeat text all over again; everything will be auto-populated. You can insert any of these controls, rename them, and change text in your placeholder. Then you can copy and paste it into other parts of your document. When a user changes one of the mapped controls, the program will pre-fill the form in other ones.

Use airSlate WorkFlow to turn Word documents into fillable forms to make the most of your time. While Microsoft Word comes with such an option, it still takes effort to make a document fillable, especially if you have to deal with many documents simultaneously. With our workflow documentation solution, you can quickly transform your Word document (other formats work, too) into a dynamic fillable form that you can send out in bulk, share as a separate page, and embed into your website. Plus, you can set up your form to be pre-filled with existing information.

Using references, you can automatically add data from one sheet to another. This feature is handy. However, when it comes to applying it, it may take twice the time you’d need just to simply copy and paste the information. Alternatively, you can use airSlate WorkFlow’s bot that lets you pre-fill forms by mapping information to the fields and transferring your desired data promptly and accurately. To learn more about this bot, please check out this course.