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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.
Is your organization’s IT request process causing bottlenecks? Do you know the status of each request and how to move it along?
Stay in the loop at every stage of your IT request workflow by managing and tracking assets with ease. Eliminate paper-based routines and automate data collection and processing while keeping employees and staff informed of status updates, upcoming policy updates, or new procedures.
Use airSlate to deliver greater accuracy and transparency to IT operations without compromising them.
Here are a few insights on using airSlate to optimize your processes so you can focus on strategic initiatives, 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 one that meets your needs.
Then, set up your specific 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 or 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, 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, your go-to resource for all things related to IT asset management. In today's fast-paced digital world, managing IT assets is becoming increasingly complex and time-consuming. That's where airSlate comes in.
With airSlate, simplifying IT asset management has never been easier. Our innovative platform empowers businesses of all sizes to streamline their IT asset tracking and maintenance processes, ultimately saving them valuable time and resources.
Gone are the days of relying on manual and error-prone methods. With airSlate, you can effortlessly track and manage your IT assets in one centralized hub. From hardware devices to software licenses, you'll have a comprehensive view of your entire IT ecosystem, allowing you to make informed decisions and optimize your asset utilization.
One of the key features of airSlate is its intuitive interface, designed with user experience in mind. Whether you're an IT professional or someone with minimal technical knowledge, you'll find airSlate easy to navigate and use. Say goodbye to confusing and clunky interfaces; airSlate offers a seamless experience from start to finish.
But it doesn't stop there. airSlate also integrates seamlessly with other popular IT management tools, such as CMDBs and help desk platforms, ensuring a smooth and efficient workflow. With automated data synchronization and real-time updates, you can say goodbye to manual data entry and syncing headaches.
Furthermore, airSlate leverages the power of AI and machine learning to provide you with valuable insights into your IT assets. From predicting maintenance requirements to identifying potential risks, our advanced analytics capabilities help you stay one step ahead and proactively manage your IT infrastructure.
At airSlate Academy, we understand that knowledge is power. That's why we provide comprehensive training resources to help you make the most of our platform. From video tutorials to in-depth articles, our content is designed to empower you and your team to become IT asset management experts.
So why wait? Simplify your IT asset management with airSlate. Sign up today and discover how our platform can revolutionize the way you track, manage, and optimize your IT assets. Say hello to efficiency, accuracy, and peace of mind with airSlate.
To access the video instructions on how to Simplify IT Asset Management with airSlate, simply visit the airSlate Academy website. On the website, you will find a dedicated section for instructional videos where you can easily navigate to the Simplify IT Asset Management video.
Yes, there is a transcript available for the video instruction. The transcript provides a written version of the video content, making it easier for users to follow along or refer back to specific information.
The video instructions on how to Simplify IT Asset Management with airSlate have a duration of approximately 40 seconds to 1 minute each. This ensures that the content is concise and time-efficient, allowing users to quickly grasp the key concepts without becoming overwhelmed.
No, you do not need an airSlate account to Simplify IT Asset Management with airSlate. The video instructions are accessible to anyone visiting the airSlate Academy website. However, creating an account can provide additional benefits such as access to more comprehensive courses and personalized learning experiences.
Simplifying IT Asset Management with airSlate is incredibly easy. The video instructions guide you through the process step-by-step, ensuring a smooth and intuitive experience. With airSlate's powerful integrations and user-friendly interface, managing your IT assets becomes a breeze, empowering you to streamline your workflows and boost productivity.
