Pre-fill with Custom Data

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.