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Pre-fill from Doc to Doc Bot

Reduce manual data entry while improving data accuracy and consistency. Automatically transfer data between documents with the Pre-fill from Doc to Doc Bot.
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What the 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
Install the Bot when you need to automate the process of transferring data between documents.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 38 Templates
  • Used in 27 Workspaces
  • Installed 568 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Pre-fill from Doc to Doc Bot. No coding required.

Add as many documents and connections as you need
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 multiple conditions and tell the Bot to run when all or some of them are executed
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.
View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Pre-fill from Doc to Doc Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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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.

Pre-fill from Doc to Doc Bot

Everyone ends up needing to fill out a form at some point. Having to copy data you already have from one place to another may slow things down though. When your employees or clients need to complete some sort of a form, prefill the document with our ultimate solution. Most people tend to think that creating pre-filled docs is a complicated task. And this is still true if you don’t utilize airSlate. We can assure you: using our service is easier than you could imagine.

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?

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.
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