Self-paced

Pre-fill with Custom Data

5
Star Rating
1389 students
15 minutes
How many mistakes do you or your recipients make when filling out documents? Make data entry fast and accurate by automatically populating documents with predefined information.
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’s included?

lessons to explain how to automatically pre-fill documents with custom data
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to simplify and boost data entry for your document workflows
How to improve accuracy and reduce time spent on filling numerous documents
How to decide when its right to populate documents with custom information

Who is this course for?

Anyone interested in increasing accuracy for their document workflows
Anyone looking to reduce errors and accelerate document completion
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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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 set up a fillable form for data collection and execution? If your company still operates in a phygital (combination of physical and digital) environment, you’re most likely wasting working hours creating and populating documents, and having other users fill out and complete them. This increases the odds of 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 WorkFlow, a no-code business process automation solution, you can set up your own document-based processes to achieve greater working efficiency.

Vital elements of workflow document automation with airSlate WorkFlow

airSlate WorkFlow 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 WorkFlow is its no-code bots. They come in handy when you need to pre-fill forms with custom data or with existing information available in your CRMs or apps. With bots, you can also reverse the process of extracting information from 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 makes your workflows error-free and more accurate.
  • Built-in eSignature solution
    airSlate WorkFlow gives users the necessary tools they need to streamline document workflow management, including eSignature, combined in one solution. You can certify and collect signatures that are legally binding, authentic, and compliant with eSignature laws every time.
  • Security and compliance at every step
    Every move a company makes to digitally transform and automate a process carries the risk of making data vulnerable to exposure or mismanagement. airSlate WorkFlow 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 WorkFlow has its own learning hub with endless resources, tips, industry insights, and more. But the central jewel of it is the 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 benefit your company, customers, and employees.

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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The secret ingredient of any efficient document-based operations is high customizability and cost-efficiency. You can achieve this the easiest with no-code solutions like airSlate WorkFlow. Our no-code bots let you set up workflows from scratch or from pre-made templates fine-tuned to fit your company's particular needs. Implementing airSlate WorkFlow doesn’t require specialized knowledge or training to build, automate, and run your essential routine operations. Learn more about the ins and outs of automating your business processes on our 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 mundane and routine parts of your document approval or data collection cycles to an intelligent document workflow management solution. For instance, you might create a document for execution but let automation tools pass the document around, extract collected information, or send out reminders based on conditions and logic you’ve pre-set. As a rule, the core of such a solution is an RPA, AI, or similar technology.

Intelligent document processing (IDP) involves 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, 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 data collection as part of a regular routine, you must look closely at more specialized solutions built around automation. airSlate WorkFlow is one such solution. It lets you quickly set up a document for smooth data collection and pulls and pushes data between your CRMs and applications, sparing you from entering it manually.

If you want to create and configure an automated document process, airSlate WorkFlow is the way to go. You can use an array of automation and integration capabilities to build an efficient document approval process from the ground up. Upload and draft documents from scratch or templates, make them fillable, pre-fill forms with existing data, and set up a smooth and error-free data collection and routing procedure. With a workflow documentation solution like ours, you can minimize human input while increasing 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 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 create anything from customer surveys and feedback forms to invoices and contracts, anything that quickly collects required information. Microsoft Word is one of the most popular document processing programs, and most people are already familiar with its main functionality.

A Word document can be pre-filled from information provided from other documents. There are two ways to achieve this: using a UserForm or so-called “if statements.” The former requires some programming knowledge, while the latter will take substantial time to grasp. The best way out is to use airSlate WorkFlow, a no-code document workflow management solution with all the needed resources to create fillable forms online from scratch and make the most of them.

The simplest way to leverage auto-fill functionality in a Word document is with Mapped content controls. You can set up different default controls to serve different purposes so that a user doesn’t need to repeat text all over again; everything will be auto-populated. You can insert any of these controls, rename them, and change text in your placeholder. Then you can copy and paste it into other parts of your document. When a user changes one of the mapped controls, the program will pre-fill the form in other ones.

Use airSlate WorkFlow to turn Word documents into fillable forms 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 your form to be pre-filled with existing information.

Using 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 the time you’d need just to simply copy and paste the information. Alternatively, you can use airSlate WorkFlow’s bot that lets you pre-fill forms by mapping information to the fields and transferring your desired data promptly and accurately. To learn more about this bot, please check out this course.