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Self-paced
Document Generation
860 students
30 minutes
Refine the quality of your documents with critical business data in seconds. Sounds unrealistic? Discover how fast, simple, and flexible automatic document generation can be.
About this course
This course acts as a complete guide to setting up automatic document creation for different use cases. You’ll learn how to generate documents and get them instantly pre-filled with data from the external applications of your choice.
By the end of this course, you'll be able to streamline your document workflows by automatically generating new documents and customizing them according to your business needs.
What’s included?
lessons to explain the essentials of document generation
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills
What will you learn?
How to save time with automatic document generation
How to eliminate data errors by automating document content creation
How to make use of multiple data systems simultaneously
Who is this course for?
Anyone interested in automatic document generation
Anyone looking to master workflow automation without coding
Those who want to advance their career with new skills
Related workflows
Start learning today
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How using an automated document creator leads to major benefits like increased team productivity
Documents are the legal basis for all business interactions. Contracts, invoices, accounting and tax reports, purchase orders, and many others are vital for a business to operate. In addition to those that are required by law, there are also many internal forms and reports that help analyze a company’s/team’s productivity. In other words, without documentation, you can't buy and sell your products or services, track banking transactions, hire new employees, or properly manage other business processes. Document generation that’s simple (automated) is crucial to modem workflows.
People tend to make mistakes. When constantly performing many similar tasks, the human brain simply loses its concentration. Sometimes, those mistakes have major consequences. For example, small mistakes or typos in financial reports caused by a manager’s fatigue can lead to things like fines or suits. But where people are wrong, computers and robotic solutions aren't. Employing automated document generation software is quite clearly something that will set you up for success now and in the future.
The pros of automated document generation
Automation is key to a company’s overall success. It helps keep accuracy in data recording by eliminating its error-prone and time-consuming manual input. Creating forms and agreements without human intervention is just one but a significant part of a broader concept of business process automation.
Document generation software helps create, customize, edit, and share forms, contracts, reports, invoices, etc. Good software allows you to generate forms from scratch or update existing PDF and text files. Implement automated document generation with the following features:
- push and pull records from forms to CRM systems or the cloud;
- create dynamic templates and interactive forms;
- generate reports automatically based on other completed templates;
- integrate with other business applications and platforms;
- save records in different file formats;
- share documents within the organization, with partners, and customers;
- e-sign contracts and agreements (if the software features legally-binding electronic signatures);
- save both time and costs spent on regular monotonous tasks.
The above list is only a few of the things that you should look for when investigating new solutions. Just imagine how your team could operate when all paper-related processes are automated and streamlined from beginning to end. The advantages of automated document generation are obvious:
- saved time for other tasks and focusing on customers;
- data accuracy and error-free records after excluding manual input;
- smooth file sharing and data mapping to forms and reports;
- faster ROI.
Today, there are many different document generation tools for businesses of all sizes. They vary in functionality and price, and choosing the right one can significantly affect your company’s results and boost its productivity. The most effective tools, like airSlate, offer far more than just form creation but a holistic workflow automation solution.
airSlate WorkFlow’s online document creator
airSlate WorkFlow is an all-in-one Document Process Automation (DPA) platform. It allows anyone to automate any part of a business, and it integrates perfectly with CRM/ERP systems and cloud services. With airSlate WorkFlow, automating processes doesn’t require you to hire experts or have any special knowledge. Thanks to no-code bots, you can quickly configure automated workflows.
Here’s how airSlate WorkFlow’s easy document creator works:- Upload a PDF or Word file, or use the template library or create an agreement from scratch.
- Drag and drop fillable fields. Add as many as you need.
- Assign roles to your fields and give permissions to different users.
- Add signature fields where you need to collect approvals.
- Configure bots for automated document generation. Pre-fill fields from other workflows or from third-party business solutions like Salesforce, NetSuite, Microsoft Dynamics 365, Google Drive, etc.
- Set up bots to update records in those applications when your template is completed and/or signed.
- Share your new forms, contracts, or reports with colleagues, customers, and partners. Set up automatic notifications and reminders.
- Collect payments from recipients from the same form or invoice they are filling out and/or signing.
airSlate WorkFlow no-code automation allows you to say goodbye to all manual form processing and data input. It’s an easy document creator that any employee can learn to use. With the airSlate Academy, anyone can become a citizen developer to help their team be more productive.
The Document Creator course from the airSlate Academy
airSlate created its Academy to help you learn about no-code automation and streamline your processes in the most straightforward and affordable way possible. Sign up for the Document Creator course and explore how to generate contracts from DOCX and PDF formats, create custom templates from scratch, automatically pre-fill and post-fill data in forms and external data sources. Use the many use cases and practical sessions to help you better comprehend the features airSlate has to offer for simplifying your own processes. After completing the course, you’ll be able to auto-create forms, contracts, invoices, reports, and other business-related documentation, and set up fully automated workflows in less than 30 minutes. Get a verified certificate in automated document generation. Join the airSlate Academy to level up your skills in business workflow automation!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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airSlate WorkFlow is one of the leading no-code document generation solutions that allow teams working in multi-department environments to create and customize documents from scratch or from pre-made workflow templates. With airSlate WorkFlow, you no longer need to labor over manual data entry. Instead, the multitude of automation and integration tools lets you route data between documents and existing applications with no extra effort on your side. The best part is that you can seamlessly integrate the documents into multi-branch workflows.
One of the most popular offline software is Word. However, as businesses started moving their processes online, companies have gravitated to cloud-based solutions like airSlate WorkFlow. It gives them an entire suite of tools flexible enough to create documents online with lightning speed and offers powerful data collection and analytics tools.
Absolutely. The documents created in Word have proved to be not very edit-friendly and not optimized for web and mobile devices. Besides, using Word as your go-to document creator requires you to keep track of all program updates. Alternatively, you can try airSlate WorkFlow and reap all the benefits of automated document generation, such as intuitive drag-and-drop fields, smooth data routing options, and dozens of bots for taking over extra steps in document creation processes.
Yes, airSlate WorkFlow is a feature-rich no-code document workflow solution that requires no special skills or professional background to learn. If you want to know how to use it, you can take our Document Generation course. It will help you get the hang of basic airSlate WorkFlow terms for quickly grasping how every document creation tool works.
airSlate WorkFlow has a distinct advantage over other solutions. It offers different ways you can create or customize your existing documents. For instance, if you don’t know where to start, you can browse our extensive library of pre-uploaded workflows and tailor them for your customers, employees, or business partners. In addition, you can upload or export your document and make it fillable. However, if you want to draft everything from scratch, airSlate WorkFlow is ready to provide such an option. In all cases, you’ll get all the needed tools to make document creation and customization as seamless as possible. Are you still searching for an answer to your “How does automated legal document generation work” question? Take the airSlate Academy’s Document Generation course and start creating documents more efficiently.
Yes, however, not all document generation solutions feature capabilities to automate an entire document workflow. With airSlate WorkFlow, you get a central place for building simple or complex document workflows and automate them using no-code bots. Each step of the workflow can be configured and tailored to your needs. Moreover, access to shared documents can be manipulated, meaning that every party can view and execute documents according to their specific terms.
The solutions like airSlate WorkFlow help companies become less reliant on IT teams. You can set up and configure document workflows by yourself, connect them to the CRMs and programs you already use, and automate the entire process without using a single line of code. If you get stuck creating your very first document or while building a workflow, our dedicated support team can walk you through each step of our automated document generation solution. In addition, you can learn the ins and outs of document generation by enrolling in the course by the airSlate Academy.
The compliance of any document creator, including cloud-based ones, is defined by whether or not it follows the regulations and security-oriented practices ensuring that personal user data and financial information is protected. At airSlate WorkFlow, we understand that client concerns, especially in today’s business world, revolve mainly around data security and compliance. That’s why we put in place the following regulations (FERPA, CCPA, HIPAA, GDPR) and legislations (UETA, eIDAS) to safeguard our clients’ sensitive information. To learn more about how we protect user data, visit our Security and Compliance of Workflow Automation page.
Yes, apart from a powerful document drag-and-drop editor, airSlate WorkFlow includes the capability of adding and collecting legally-binding eSignatures. The authenticity of eSignatures is backed up by an audit trail, compliance with UETA, eIDAS legislation, two-factor authentication, and role-based signing. So, whenever you use our features to sign a document or collect signatures, you can stay reassured that the signatures will be legally valid and admissible in court.
You can create fillable forms using our easy-to-use drag-and-drop interface that comes with various basic and advanced elements that facilitate data collection. On top of that, you can connect bots to your web forms and set up if-this-then-that logic for every element you add. What’s more, the data collected in the forms can be linked to the fillable fields in other documents or routed between different CRMs and programs.
Document Generation
The Document Generation course from airSlate Academy aims to help you master the essentials of document automation using airSlate WorkFlow. This course is tailored for users who want to streamline their workflows and enhance productivity by pre-filling documents with data from various sources using tag syntax and no-code bots.
What you will learn:
- How to generate and use DOCX documents for your workflows
- How to add fillable fields and tag syntax to DOCX documents
- The types of text tags in airSlate WorkFlow and how to use them
- How to automate actions in workflows that contain DOCX documents
Course lessons include:
- Get started with document generation, adding documents to workflows, and customizing them with tags and fillable fields.
- Explore text tags, their syntax and functionality to create dynamic documents.
- Learn how to generate tags automatically and map them automatically in your DOCX paperwork.
- Learn how to transform DOCX forms into dynamic PDFs by adding different types of fillable fields.
- See how to utilize text tags for fillable field creation both before and after uploading documents.
- Explore the formatting functions for date, number, and currency values in text tags.
- Discover how to configure pre-fill bots to automate the document generation process and map data from sources like Salesforce.
- Learn to insert PDFs, images, and other file types into your DOCX documents using specific tags.
- Understand practical applications of document generation in business processes by reviewing a comprehensive case study.
Who should enroll:
This course is ideal for professionals who regularly manage document-heavy workflows and seek to improve efficiency through automation. It's particularly beneficial for those dealing with document preparation, data entry, and workflow automation.
By the end of the program, you will be proficient in customizing and automating workflows with DOCX documents, adding and utilizing text tags, and setting up no-code bots to streamline document generation. Enroll in the airSlate Academy now to transform your document-handling processes and boost your productivity.