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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.
Are your internal teams butting heads when handling contracts within Salesforce? Does this affect your customer experience? Envision a fast and neat contract management process to keep all the data you need at hand, without leaving Salesforce. Or any other applications you already work with.
Integrate airSlate + Salesforce in your daily tasks; boost your team performance, enhance data security, and legal compliance ― all without switching accounts! With airSlate no-code automation, you can eliminate the manual routines in Salesforce and automate your contract workflows from end to end.
Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.
airSlate DOCX templates allow you to generate and customize documents with dynamic and static data, make them ready for redlining, populate information from different sources, and route data to your cloud systems.
To get started, select the Flow you’re currently working on, or create a new Flow if you don’t have one yet.
To start adding documents and forms, go to the Add new dropdown, click Create from scratch, and select the Document generation option. Then, use the Tag generator to add text tags to your document or insert tag syntax on your own. When finished, click Save.
Next, right next to the Step you need, click Bots and then Add Bot to Step. Choose "Pre-fill from Salesforce Record" from the Salesforce category to automatically pre-fill a document with data taken from a Salesforce record, child objects, or PNG and JPEG files. To add it to the Step, click Install Bot. Once the Bot is added, the Bot settings window will open.
Connect your Salesforce account, choose the Salesforce base object that contains the records you need, select the data type you’d like to map, and map Salesforce object fields to document fields.
Finally, adjust the search criteria for the starting record, set conditions to adjust how and when the Bot will act, and click Apply setup to enable the Bot.
Once you’ve finished the Bot setup, save your Flow as Template and publish it.
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 most appropriate workflow for your business needs.
Then, adjust your workflow and set up 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 and 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 or 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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Are you tired of spending endless hours on contract management processes? Look no further! With airSlate Academy, we are here to revolutionize your workflow. Our step-by-step guide on "How to Automate Your Contract Management Process with airSlate DOCX Templates" will take you on an exciting journey to streamline and simplify your contract management procedures.
In this comprehensive guide, we break down the entire process of automating your contract management using airSlate DOCX Templates. From creating templates to populating them with relevant data and managing the entire lifecycle of your contracts, we've got you covered.
Gone are the days of manually editing and formatting contracts. With airSlate Academy, you'll discover how to leverage the power of our intuitive platform to create custom contract templates. Our user-friendly interface allows you to design templates specific to your business requirements, ensuring consistent branding and accurate information every single time.
We understand the importance of efficiency and accuracy in contract management. That's why we delve into the intricate details of populating templates with data through automation. Say goodbye to tedious copy-pasting, as we guide you through the simple steps of integrating your existing data sources and automating the population of contracts in just a few clicks.
But our expertise doesn't stop there. We comprehend the need for seamless collaboration, especially in contract management. Discover how airSlate's powerful features facilitate real-time collaboration among multiple stakeholders. From tracking changes to obtaining e-signatures, we show you how to effortlessly manage your contracts from start to finish.
At airSlate Academy, we believe in offering the best content that caters to your needs. That's why we employ the best SEO practices to ensure you find exactly what you're looking for. Our guides are structured in a way that answers your questions and provides practical solutions, making your contract management journey with airSlate a breeze.
So, if you're ready to transform your contract management process, join us at airSlate Academy and unlock the potential of automation with our DOCX Templates. Let us be your trusted companion as we redefine the way you handle contracts. Get ready to experience enhanced efficiency, improved accuracy, and a more streamlined workflow. Say hello to the future of contract management with airSlate DOCX Templates!
To access the video instructions on How to Automate Your Contract Management Process with airSlate DOCX Templates, simply visit the airSlate Academy website. Once there, navigate to the resources section and search for the specific video guide. The video will provide step-by-step instructions on how to automate your contract management process using airSlate's powerful DOCX Templates feature.
Yes, there is a transcript available for the video instruction. In addition to the video, airSlate Academy provides a downloadable transcript that allows you to follow along and reference the content at your own pace. This transcript is a helpful resource for users who prefer reading or want to quickly search for specific information within the video.
The video instructions on How to Automate Your Contract Management Process with airSlate DOCX Templates typically last between 40 seconds to 1 minute each. These concise and focused videos are designed to provide users with a quick overview of the process and key steps involved in automating their contract management using airSlate's powerful features.
Yes, you will need an airSlate account to fully follow along with the video guide on How to Automate Your Contract Management Process with airSlate DOCX Templates. By creating an account, you gain access to the full range of features and functionalities offered by airSlate, enabling you to implement and leverage the automation techniques demonstrated in the video guide effectively.
Yes, airSlate Academy offers additional guides on 'How to Automate Your Contract Management Process with airSlate DOCX Templates'. These comprehensive guides delve deeper into the topic, providing more in-depth information and strategies to streamline and optimize your contract management process using airSlate's powerful automation capabilities. These guides can be found on the airSlate Academy website, providing users with valuable resources to enhance their contract management workflows.