Pre-fill with Custom Data
About this course
This course takes you through the entire process of enhancing document workflows by removing errors, accelerating document completion, and reducing manual data entry. You’ll learn how to fill documents quickly and correctly without hassle
By the end of this course, you'll be able to automatically populate document fields with any information you need, making document completion accurate and smooth.
What will you learn?
Who is this course for?
More courses you might like
What our students say
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.
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.
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.
Minimize the likelihood of errors and maximize your efficiency with our document workflow management solution
On average, how much time does it take you to create a professional-looking document or fillable form set up for data collection and execution? If your company still operates in a phygital (combination of physical and digital) realm, you’re most likely wasting hours creating and populating documents, and having other users fill out and complete them. This leaves more room for inefficiencies and fatigue-induced errors, which isn’t an option in today's fast-paced and dynamic world. What if we told you that you could save time on pesky business operations? With airSlate, a no-code business process automation solution, you can set up your document-based processes and work more efficiently.
Vital elements of workflow document automation with airSlate
airSlate is an indispensable asset when it comes to automating critical business processes. With our solution, you can create, configure, monitor, track, and analyze your processes from the convenience of one platform.
- Powerful document generation
With our solution, you can enjoy complete flexibility when it comes to document generation and customization. Create documents from scratch and turn them into fillable forms, use pre-uploaded files and customize them however you want, and transform any regularly used paperwork into reusable templates.
- Automation of repetitive tasks
One of the most competitive features of airSlate is no-code RPA Bots. They come in handy when you need to pre-fill forms either with custom data or with the existing one available in your CRMs or apps. With Bots, you can also reverse the process to extract information from the documents. Additionally, Bots are used to ensure that you and your team stay on top of your deadlines with customizable reminders and alerts. Using Bots will make your workflows error-free and more accurate.
- Built-in esignature solution
airSlate makes it possible to have all the necessary solutions for streamlined document workflow management, including eSignature, combined under one hood. You can certify and collect signatures that are legally binding, authentic, and compliant with eSignature laws every time.
- Security and compliance at every step
Each digital transformation and automation effort carries a particular risk of data being vulnerable to exposure or mismanaged. airSlate always stays mindful of data security and adheres to all the required data protection standards in today’s modern world.
Introducing a new course on pre-filling fillable forms with custom data
airSlate has its own learning hub with endless resources, tips, industry insights, and more. But the central jewel of it is airSlate Academy.
It’s a learning platform featuring free and self-paced courses on all aspects of business process automation, including pre-populating dynamic, automated fillable forms with custom data. In this course, you will learn how to pre-fill forms so that your employees and customers won’t need to spend time filling out the essential information.
Enroll in the courses today and create streamlined document-based processes that will benefit your company, customers, and employees.
Questions & answers
How do I make a good workflow for document-based processes?
The secret ingredient of any efficient document-based operations is high customizability and cost-efficiency that can be achieved with no-code solutions like airSlate. It lets you set up workflows from scratch or based on the pre-made templates and fine-tune them to fit your company's particular needs. Implementing airSlate doesn’t require specialized knowledge or training to build, automate, and run your essential routine operations. To learn more about the ins and outs of automating your business processes, go to the main airSlate Academy page and sign up for free courses arranged by topic and complexity.
What is document workflow automation?
Document workflow automation is the process by which you delegate all the mundane and routine parts of your document approval or data collection cycles to an intelligent document workflow management solution. For instance, you can create a document for execution but let automation tools pass the document around, extract collected information, or send out reminders based on the conditions and logic you’ve pre-set. As a rule, at the core of such a solution is RPA, AI, or similar types of technology.
What is intelligent document processing?
Intelligent document processing is a tech stack that combines AI (artificial intelligence) and OCR (optical character recognition) to facilitate the search, organization, and retrieval of unstructured data. By leveraging IDP in your workflow document management, you can extract handwritten or typed texts, as well as symbols, key values, tables, fields, and numbers.
How do I create a fillable form?
For one-off data collection, you can use a document management program like Microsoft Word to create a simple fillable form. However, if you deal with it regularly, you must look closely at more specialized solutions built around automation. airSlate is one of them. Not only does it let you quickly set up a template for smooth data collection, but pulls and pushes the data between your CRMs and applications, sparing you from the need to enter it manually.
How do I create an automated document?
If you want to create and configure an automated document process, airSlate is your way to go. You can take advantage of an array of automation and integration capabilities to build an efficient document approval from the ground up. Upload, and draft documents from scratch or based on the pre-written templates, make them fillable, pre-fill forms with existing data, and set up a smooth and error-free data collection and routing. With a workflow documentation solution like ours, you can minimize human input and increase your team's productivity. To learn more about how to automate your workflow document processes, check out our free courses.
What is a fillable Word document?
As the term suggests, a fillable Word document is a type of form that consists of fillable fields that people can fill out without having to print and scan it or use any other workarounds. The fillable form comes in handy when you need to create anything from customer surveys and feedback forms to invoices and contracts to collect the required information quickly. One of the most valuable things about using Microsoft Word is that it’s one of the most popular document processing programs, and most people are already familiar with its main functionality.
How do you use prefill in Word?
The word document can be pre-filled based on information provided via other documents. There’re two ways to achieve it: by using the UserForm or the so-called “if statements.” While the former requires some programming knowledge, the latter will take substantial time to grasp. The best way out is to use airSlate, a no-code document workflow management solution that comes with all the needed resources to effortlessly create fillable forms online from scratch and make the most of them.
How do I create a Word document that will auto-fill information?
The simplest way to leverage the auto-fill functionality in a Word document is via Mapped Content Controls. 15 default controls can be, set up to serve a different purpose so that a user doesn’t need to repeat a specific word in the text all over again; it will be auto-populated. You can insert one of these controls, rename it, and change the text in the placeholder. Then you can copy and paste it into other parts of the document. When a user changes one mapped control, the program will pre-fill the form in other ones.
How do I turn a Word document into a fillable form?
Use airSlate to turn word documents into fillable forms if you want to make the most of your time. While Microsoft Word comes with such an option, it still takes effort to make a document fillable, especially if you have to deal with many documents simultaneously. With our workflow documentation solution, you can quickly transform your Word document (other formats work too) into a dynamic fillable form that you can send out in bulk, share as a separate page, and embed into your website. Plus, you can set up the form to be pre-filled with the existing information.
How do I automatically add data from one sheet to another?
Using the references, you can automatically add data from one sheet to another. This feature is handy. However, when it comes to applying it, it may take twice as much time as you’d simply copy and paste the information. Alternatively, you can use airSlate’s Pre-fill forms with a custom data Bot that can help you quickly map the information to the fields and transfer the needed data promptly and accurately. To learn more about this Bot, please check out Pre-fill with Custom Data course.