Type any topic that interests you
airSlate is everything you need to create, integrate, and automate your document workflows.
Hey, everyone. Welcome back to the airSlate video guide with a new helpful tip on how to leverage automation in your day-to-day document workflows.
Are you dealing with endless paperwork and redundant tasks when managing sales orders, quotes, and approvals in Salesforce?
With airSlate, you can seamlessly move from contacting leads and processing customer data to closing deals by automating the most critical document workflows within your Salesforce organization.
Collaborate on proposals, auto-create contracts, collect customer data, and execute deals ― all without switching accounts or leaving Salesforce.
Let’s take a look at how airSlate does the heavy lifting so that you can focus on your goals, not manual tasks.
If you’d like to track every change in your Workspace, use the airSlate Workspace Audit trail to view the following information:
• Type of activity that took place within your Workspace
• Information about the user who performed an action
• Date and time when an action took place
• Information about attempts to log in and log out
To view the Workspace Audit trail, navigate to the dashboard and click the Audit trail icon in the left-hand menu.
From the Audit trail page, you can search for a specific type of activity or set a timeframe to track Workspace changes. To export all Audit trail information in PDF or CSV format, click the download button at the top.
Let’s see what else you can do with airSlate.
First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.
Browse the Flow Template collection from your Dashboard and pick the most appropriate workflow for your business needs.
Then, adjust your workflow and set up Documents, Workflows, and Bots.
Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.
Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields and entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.
Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.
If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.
Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS or email or create a shareable link to add them to your website.
After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.
For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.
View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.
If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.
Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.
Ready to save time and money? Then you need to click the link in the description and start your free 30-day trial of airSlate!
Welcome to airSlate Academy! In this page description, we will guide you on how to effortlessly automate your sales approvals with the remarkable airSlate Audit Trail. Say goodbye to tedious manual processes and hello to streamlined efficiency!
Are you tired of wasting precious time on repetitive and time-consuming sales approval tasks? Look no further! Our powerful automation platform, airSlate, empowers you to automate your sales approvals seamlessly. With airSlate Audit Trail, you can breathe a sigh of relief as you witness your sales processes transform into a well-oiled machine.
Gone are the days of sifting through piles of paperwork. With airSlate Audit Trail, you can digitally track every step of your sales approval journey. From initial requests to final sign-offs, you'll have a comprehensive and auditable record of every action taken. This functionality not only saves you valuable time but also instills transparency and accountability within your sales team.
Our intuitive platform allows you to create customized workflows tailored specifically to your sales approval processes. You can effortlessly design and implement multi-step approval chains, ensuring that all stakeholders are involved and decisions are made promptly. No more chasing down approvals or delays in closing deals!
Seamless integration with your existing CRM systems? Check. Easy collaboration and document sharing? Check. Real-time notifications and reminders? Check. With airSlate Audit Trail, we've got your sales approvals covered from every angle, enabling you to focus on what you do best: driving revenue and nurturing customer relationships.
By automating your sales approvals with airSlate Audit Trail, you unlock a world of possibilities. Utilize data analytics to gain insights into your team's performance, identify bottlenecks, and optimize your sales processes. Spend more time on strategic initiatives and less time on administrative tasks.
So, if you're ready to supercharge your sales approval processes and elevate your productivity, airSlate Audit Trail is your go-to solution. Join countless businesses who have transformed their sales operations with airSlate's automation prowess. Say hello to simplified approvals, enhanced efficiency, and accelerated sales cycles.
Take the first step towards effortless sales approvals by leveraging airSlate Audit Trail. Sign up for airSlate Academy today and unlock the future of sales automation. Success is just a click away!
To access the video instructions on How to Automate Your Sales Approvals with airSlate Audit Trail, you can visit the airSlate Academy website. Simply navigate to the page dedicated to this topic and you will find the video there. The video provides step-by-step guidance on automating your sales approvals using the powerful airSlate Audit Trail feature, allowing you to streamline your sales processes and improve efficiency.
Yes, there is a transcript available for the video instruction. Alongside the video, you will find a downloadable transcript that provides a written version of the content covered in the video. This allows you to easily refer back to specific information or follow along with the instructions at your own pace.
The video instructions on How to Automate Your Sales Approvals with airSlate Audit Trail have a duration of approximately 40 seconds to 1 minute each. These concise and focused videos are designed to provide you with quick and actionable information, allowing you to quickly implement the automation techniques and improve your sales approval processes.
Yes, you will need an airSlate account to follow along with the video guide on How to Automate Your Sales Approvals with airSlate Audit Trail. An airSlate account allows you to fully utilize the airSlate platform and take advantage of all its features and integrations. If you don't have an account yet, you can easily create one on the airSlate website.
Yes, there is another guide available on the airSlate Academy website specifically focused on 'How to Automate Your Sales Approvals with airSlate Audit Trail'. This guide provides additional written instructions and resources to complement the video content. It offers a comprehensive overview of the automation process, helping you maximize the benefits of airSlate Audit Trail for your sales approvals.
