Creating My First Template


Creating My First Template

Discover a faster and more convenient way to create reusable document workflows for any department or industry. Save time by making edits to an already configured workflow, known as a Template, instead of creating one from scratch.

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About this course:

This introductory course will take you through the process of creating a Template from an airSlate Flow.

By the end of this course, you’ll be equipped with all the necessary knowledge to save a fully-automated workflow as a Template, make edits to it, and run multiple flows from this Template.

What does this course cover?

This course will take you through the key stages of creating and working with a reusable automated document workflow in airSlate – creating, managing, granting access permissions, and distributing a Template.

Why was this course made?

We created this course to provide comprehensive information about airSlate Templates, their peculiarities, configuration, and distribution.

Who can enroll?

Anyone can enroll in this course to gain in-depth knowledge about the Template as one of the key components of workflow automation in airSlate.

The materials for this course include:

  • learning resources to provide you with all the necessary information about the concept of a Template in airSlate.
  • quiz for self-assessment.
  • practical assignment to consolidate the received knowledge.

What you will learn

How to make your document workflow reusable by saving it as a Template
How to edit your Template without changing the initial Flow setup
How to send out documents from your Template to a single or multiple recipients
How to enhance team collaboration by managing Template access
How to automatically trigger Template creation
Duration 15 minutes
Certificate A sharable achievement is included
Subject The concept of a Template
Level Beginner
Language English
Price FREE



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Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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