Self-paced

Workflow Versioning

5
Star Rating
2357 students
30 minutes
Changing your working routine doesn't have to mean creating a new process from scratch. Discover how to get the most out of your document workflows while minimizing time and hassle.
Workflow Versioning

About this course

This course acts as a step-by-step guide for creating a repeatable document-based process in airSlate WorkFlow. You'll learn how to create, manage, test, and track new versions, all without disrupting your document workflow's initial setup.

By the end of this course, you'll be equipped with all the knowledge you need to work with different versions of one process, simplify collaboration, and streamline your document-based workflows.

What’s included?

lessons to explain how to create workflow versions
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to create different workflow versions without changing the initial setup
How to manage and troubleshoot each version separately
How to stay in the loop on every change made within each version

Who is this course for?

Anyone interested in automating their document workflows
Anyone looking to streamline and optimize their paperwork
Those who want to advance their career with new skills

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Embrace no-code automation and error-proof your workflows with airSlate’s new Flow versions feature

airSlate empowers businesses to streamline their document-based workflows and helps them keep up with the accelerating pace of digital transformation. Adopting automation tools is becoming more critical for companies that want to maintain a healthy flow of hybrid and remote work across different industries and departments.

Flow versioning automation: How it works

airSlate is a no-code business process automation solution to help you build seamless document-based workflows without writing a single line of code. It lets you select from dozens of pre-programmed Bots, conditions, and document templates to create a logically structured document approval process. On top of that, you can extend the power of the document workflow automation with various integrations that handle frictionless data routing between your documents and applications.

We’ve introduced a new feature — Flow versions — that can help you better understand whether your workflows are working the way you set them to. Before explaining what Flow versioning is and how it works, let’s cover some basic airSlate terminology:

  • Flow is a one-time business process that you create by adding fillable documents and forms, setting up a step-by-step workflow, and automating it with the help of Bots. To run multiple Flows with the same settings but different recipients, save your Flow as a Template.
  • Template is a repeatable business process that allows you to run multiple Flows with the same settings by sending documents to different recipients. By making changes to a Template’s configuration, you create a version.
  • Version represents the current configuration of a Template. When you publish a new version, its settings will be automatically applied to every subsequent Flow.
  • An Audit Trail is a detailed record of actions applied to the document and logs. This feature is included in each Flow version history.

From now on, you can introduce new changes to your existing Flow without disrupting it. Every time you perform a new action on your Flow, the system automatically creates a new version of it.

But not all actions lead to Flow version creation. Here are those that can trigger a new version: tweaking documents, changing a workflow diagram, and configuring Bot settings. Additionally, you will have the option of selecting what you would like to do next with each version: You can choose to edit, publish, save, or test it. Running a test is an important option, as it can help you ensure you are creating a well-functioning workflow. It will help you spot mistakes and flaws in your flow configuration before it is active, which will help you save tons of time. You can also check each Flow version history and track all the changes you’ve made to the Flow down to the tiniest detail.

Document execution, delivery, and management are the processes that are most prone to mistakes. The Flow versions feature can therefore be a game changer if you want to save time and resources down the line.

Learning the ropes of Flow versioning automation

The entire process of creating Flow versions and Flows more broadly might seem complicated on the surface for those who haven’t used no-code automation tools before. This is where airSlate Academy comes to the rescue. We’ve created a detailed course explaining how to:

  • Work with Flow versions
  • Edit a newly created version
  • Apply and track the Flow version history
  • Pull data from different versions
  • Publish, save, and test them

In addition to this course, we offer other intro-to-advanced level courses on business process automation to help you get started with airSlate and carve out a niche for yourself as an automation specialist.

The best part of enrolling in our Flow versioning & automation courses is that they’re free and self-paced. You have the freedom to decide when and how often you would like to take them. At the end of the courses, provided that you’ve passed the quizzes, you will get a certificate proving your knowledge. While many people remain on the fence about whether or not they need to embrace no-code automation in their critical business processes, you can and should start embracing it right now! airSlate provides a wide range of learning materials, courses, and insightful information on where the no-code automation industry is heading and how to get the most out of it with our solution.

Our main goal is to keep creating and developing no-code tools so that businesses and organizations can use them in a way that would allow their IT departments to concentrate on more far-reaching and strategic projects.

Enroll in our course and become a business process automation enthusiast like us!

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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A new version of a workflow is triggered and created automatically each time you make specific changes to the setup of a published workflow. This process is a part of document version control. Any newly created workflow version won’t get published until you decide so. You can edit, test, and save the unpublished version as a draft. Additionally, you can track the details of the actions in each workflow you’ve set up in the workflow version history.

Not all modifications you apply to your workflow are set to trigger new workflow versions. These include viewing completed documents, running the workflow, and enabling or disabling the Shareable link. Additionally, simply viewing documents or bot settings without making changes also does not trigger new version creation, ensuring stable and uncluttered document workflow automation and management.

As you make a version-triggering change to the documents, workflows, or bots, a new version of your workflow is automatically labeled with the workflow versioning #. When you’re done modifying your workflow, click on the Send as test and check if it works properly. Each version you run a test on will be marked as Test Version #. You can create and test an unlimited number of versions.

We offer numerous resources and learning materials to help you get started with workflow versioning. You can learn more about this feature in our insightful guides, video tutorials, and blog articles. One of the most surefire ways to grasp it is by enrolling in our course. This course will explore how to error-proof your automated document-based processes by creating different workflow versions. You will learn how to create, edit, and test them.

At airSlate WorkFlow, we ensure that even if you’re new to automation and no-code technology, your first experience using our products will be as smooth as possible. We created our courses with users of different professional and educational backgrounds in mind. That’s why starting and moving forward with the learning process is pretty easy. The courses are arranged by different levels and topics. They’re self-paced so that you can take it on your own terms.

At airSlate WorkFlow, we meet all the needed security and compliance standards, including SOC 2 Type II, PCI DSS certification FERPA, CCPA, HIPAA, and GDPR, to protect your data from potential security threats. In addition to that, you may stay reassured that your document approval execution cycle is compliant with UETA, eIDAS, and eSIGN Act - leading eSignature laws. Also, you can take advantage of a wide range of best security practices we offer and prevent the risks associated with the company’s document-based operations. For more information on security and compliance, visit our Security and Compliance of Workflow Automation page.