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airSlate is everything you need to create, integrate, and automate your document workflows.
What’s up, everybody. You’re watching another airSlate video guide with the next tip on how no-code automation can make your day-to-day document workflows paperless and stress-free.
It’s difficult for IT managers to switch between parallel tasks like maintaining authorization, onboarding and offboarding employees, managing and tracking technical equipment and requests, all while keeping sensitive data secure.
airSlate’s no-code automation allows you to run multiple IT workflows simultaneously while boosting process visibility and syncing data between systems.
airSlate empowers IT specialists to strengthen their company’s operating efficiency, reclaim time and resources away from routine requests and towards more valuable initiatives.
Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.
Save time creating and configuring your Flow with ready-to-use pre-built Templates for any team, department, or business, from HR and sales to healthcare and construction. The templates include the documents and automation features needed to get your workflow up and running in no time.
Access our library of pre-built templates in just a few clicks:
• In your Dashboard, find the Pre-built Templates block.
• Click Select from library right next to it.
• In the search line, enter key words to help you find the workflows that align with your business goals.
• Review the templates by clicking Learn more next to the one you chose, go through its description, and click Import.
Now you can use the template straightaway or change its settings if needed.
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.
Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.
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!
Are you tired of spending endless hours managing and processing IT service requests? Look no further than airSlate Academy, your go-to resource for automating IT service requests. Our user-friendly platform empowers you to streamline and simplify the entire process, giving you more time to focus on what really matters – providing exceptional IT solutions.
With airSlate Templates, automating IT service requests has never been easier. Our powerful templates are specifically designed to optimize your workflow, saving you valuable time and resources. Simply choose from our extensive library of customizable templates or create your own unique form – the possibilities are endless.
Say goodbye to manual data entry and lost paperwork. Our intelligent technology allows you to capture and store all client information securely in one place. Forget about the hassle of searching through piles of documents – with airSlate Academy, everything you need is just a few clicks away.
But it doesn't stop there. Our templates are fully customizable to fit your specific needs. Add personalized fields, assign tasks to team members, and even integrate with existing IT service management systems. The possibilities for customization are limitless, ensuring you have complete control over your IT service requests.
By automating IT service requests with airSlate Academy, you'll experience a significant reduction in errors and increased efficiency. The automated routing and approval workflows ensure that every request is accurately processed, eliminating costly delays and improving customer satisfaction.
Additionally, our SEO best practices ensure that your IT service request forms are easily discoverable by search engines. This means more visibility for your business and a steady flow of service requests.
Don't waste another minute on tedious paperwork and mundane administrative tasks. Join airSlate Academy today and unlock the power of automation for your IT service requests. Revolutionize your processes, elevate your client experience, and unleash the full potential of your IT department. Embrace the future of IT service request management with airSlate Academy – your trusted partner in digital transformation.
To access the video instructions on How to Automate IT Service Requests with airSlate Templates, simply visit the airSlate Academy website. There, you will find a page dedicated to these instructional videos, which showcase the efficiency and functionality of airSlate's integrations and product features. Watch the videos to learn how to seamlessly connect your documents with various applications you already use.
Yes, there is a transcript available for the video instruction on How to Automate IT Service Requests with airSlate Templates. You can find it on the airSlate Academy website along with the video. The transcript serves as a useful resource for those who prefer to read through the instructions or for anyone who wants to refer back to specific details mentioned in the video.
The video instructions on How to Automate IT Service Requests with airSlate Templates are designed to be concise and informative, averaging a duration of 40 seconds to 1 minute per video. These succinct videos ensure that you can quickly learn and implement the necessary steps to automate your IT service requests using airSlate Templates without being overwhelmed by lengthy explanations.
No, you do not need an airSlate account to follow along with the video guide on How to Automate IT Service Requests with airSlate Templates. These videos serve as a helpful resource for anyone interested in learning more about airSlate's automation capabilities. However, having an airSlate account will allow you to fully leverage the features and benefits highlighted in the videos.
Yes, there is another comprehensive guide available on 'How to Automate IT Service Requests with airSlate Templates.' In addition to the video instructions, airSlate Academy offers an in-depth course specifically tailored to this topic. This course provides step-by-step guidance on how to effectively use airSlate Templates to streamline and automate your IT service request processes. You can access this course on the airSlate Academy website, enabling you to further enhance your understanding and proficiency in utilizing airSlate Templates for IT service requests.