Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from Doc to Doc Bot does
The Bot pre-fills documents with data taken from another document based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Doc to Doc Bot
Install the Bot when you need to automate the process of transferring data between documents.
Export Custom Values to Pre-fill from Doc to Doc Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, select the document you will use to copy data from and tick the relevant data fields in it. Then, connect to the document and fields where you intend to transfer the information.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot will act
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill a purchase request with data when a recipient opens the document.
Get the data copied from one document to another
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, one document will be pre-filled with the data from the other document.
Try pre-built workflows to experience the Pre-fill from Doc to Doc Bot in action
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
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Interview Feedback Survey
The Interview Feedback Survey Flow is used by HR departments to automate the process of collecting data from employees and organizing it for easy access within the company.
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Terms of Service Template
The Terms of Service Template Flow is used by Legal departments to automate the process of compiling Terms of Use or Service Agreement contracts.
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Pre-fill from Doc to Doc Bot
Now, when you know about the prefill document process, let’s talk about its advantages:
- No copy-pasting of the information you already have
- Full configuration of all importing processes
- Much faster and more convenient forms completing
It’s the easiest solution you could use. Moreover, pre-filling plays an important role in business automation. airSlate allows you to make a queue of forms that must be completed one after another. It can be reviews, reports, agreements, contracts, and many others. You will only need templates of docs that need to be completed. Upload a file or create your own. Using our Bot to auto fill documents, you will make all of your business processes faster and more convenient. Nobody likes to fill out the same information twice, do they?
Other Bots often used with the Pre-fill from Doc to Doc Bot
Eliminate repetitive activities without a single line of write code
Employ Pre-fill from Doc to Doc Bot
Start a new workflow and and transfer forms or create templates right on the platform to activate the Bots option. Find and choose a needed Bot from the list.
Configure it
Open the Bot setup menu. Fill out all the required fields to define general and advanced settings. Don’t forget about indicating activation circumstances to avoid false activations (you can include several circumstances).
Investigate how it works
Execute the workflow and check the outcomes. Make sure the software robots are working appropriately. If something goes wrong, look into the Bots log to correct the mistakes and run your workflow and once more.
