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Hey, everyone. Welcome back to the airSlate video guide with a new helpful tip on how to leverage automation in your day-to-day document workflows.
Is your organization’s IT request process causing bottlenecks? Do you know the status of each request and how to move it along?
Stay in the loop at every stage of your IT request workflow by managing and tracking assets with ease. Eliminate paper-based routines and automate data collection and processing while keeping employees and staff informed of status updates, upcoming policy updates, or new procedures.
Use airSlate to deliver greater accuracy and transparency to IT operations without compromising them.
Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.
Visualize your entire workflow by adjusting document access permissions and routing with the airSlate Workflow Builder.
To begin, choose the Flow or Template you’re working on or create a new one. After you’ve finished customizing the documents, start visualizing your workflow. Add and configure the essential Workflow elements ― Steps, Branches, and Bots.
Start by customizing Recipient 1. Simply click the Gear button next to it and rename it for your convenience. To adjust the access permissions for the document, click the Gear button next to each document. When finished, click Apply.
Then, reassign fillable fields to the step. Click Assign fields below each document and tick the required fields or select All required fields instead. When done, click Assign to Step. Tick Revoke access to disable access to your document when it's completed.
After this, assign recipients to the Step. You can add recipients from your address book, enter their emails, route them automatically by connecting to your CRM system, or choose a current user. You may also customize a notification message.
If necessary, set up the execution conditions. For Recipient 1, the conditions are set to occurs always by default, but you may choose one or several conditions that are required for this particular step to execute. Once done, click Apply.
Go through the Advanced settings if you want to create custom tags, enable email notifications and reminders, redirect recipients, and many more. You may add and configure as many steps as you need using the same method.
Let’s see what else you can do with airSlate.
First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.
Browse the Flow Template collection from your Dashboard and pick the one that meets your needs.
Then, set up your specific Documents, Workflows, and Bots.
Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.
Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.
Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.
If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.
Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website.
After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.
For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.
View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.
If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.
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If you’re saddled with manual, time-consuming processes on a regular basis, click the link in the description and try airSlate for 30 days, absolutely for free!
Welcome to airSlate Academy, your go-to destination for all things related to business automation. In this page description, we will dive into the incredible benefits of utilizing airSlate Workflow Builder to automate your IT asset tracking process.
Are you tired of the tedious and time-consuming task of manually tracking your IT assets? Look no further! With airSlate Workflow Builder, you can say goodbye to the hassle and hello to efficiency. Our innovative platform empowers businesses to create tailored workflows that automate the entire IT asset tracking process, saving you valuable time and resources.
Imagine a seamless and streamlined system where you can effortlessly track and manage all your IT assets from start to finish. With airSlate Workflow Builder, you can create automated workflows that enable you to monitor asset inventory, automate maintenance schedules, and even generate insightful reports with just a few clicks.
Gone are the days of digging through piles of paperwork or sifting through complicated spreadsheets. With airSlate Workflow Builder, you can easily create custom digital forms and documents, eliminating the need for manual data entry. Seamlessly integrate with your existing systems and collect data in real-time, allowing you to make data-driven decisions and stay ahead of operational challenges.
Our platform also offers advanced features such as barcode scanning and RFID integration, enabling you to effortlessly track and locate assets with unparalleled accuracy. Say goodbye to lost or misplaced assets and ensure that your employees have what they need when they need it.
At airSlate Academy, we understand the importance of optimizing your IT asset tracking process. Not only does it save you time and resources, but it also enhances overall productivity and minimizes costly errors. With airSlate Workflow Builder, you can take full control of your IT asset management and focus on what truly matters – growing your business.
Join the countless businesses already benefiting from airSlate Workflow Builder and experience the transformative power of automated IT asset tracking. Start your journey towards increased efficiency and success today. Trust airSlate Academy to guide you every step of the way.
To access the video instructions on how to Automate IT Asset Tracking with airSlate Workflow Builder, simply visit the airSlate Academy website. There, you'll find a variety of pages with free access to these valuable resources. Follow the intuitive navigation to locate the specific video you need and start learning how to streamline your IT asset tracking processes with ease.
Yes, airSlate understands the importance of providing accessible content to all users. That's why transcripts are available for the video instructions on how to Automate IT Asset Tracking with airSlate Workflow Builder. These transcripts allow you to review the information at your own pace, ensuring you don't miss out on any key details or insights shared in the videos.
The video instructions on how to Automate IT Asset Tracking with airSlate Workflow Builder are designed to be concise and informative. Each video lasts approximately 40 seconds to 1 minute, allowing you to quickly grasp the essential concepts and techniques. This time-efficient approach ensures you can maximize your learning experience without unnecessary delays.
While an airSlate account is not required to access the video instructions on how to Automate IT Asset Tracking with airSlate Workflow Builder, having an account can enhance your overall experience. With an airSlate account, you can seamlessly apply the knowledge gained from the videos to your own workflows and enjoy the full range of benefits that airSlate offers for IT asset tracking automation.
Automating IT Asset Tracking with airSlate Workflow Builder is remarkably easy. The video instructions from the airSlate Academy empower you with a step-by-step guide, allowing you to effortlessly implement efficient tracking processes. Whether you're a novice or an experienced user, airSlate's intuitive platform and comprehensive resources ensure that you can streamline your IT asset tracking without any hassle.