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Pre-fill from Doc to Doc Bot

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Pre-fill from Doc to Doc Bot

Pre-fill from Doc to Doc Bot

Name: Pre-fill from Doc to Doc Bot
Brand: airSlate
Rating: 2.1 (167 reviews)

Reduce manual data entry while improving data accuracy and consistency. Automatically transfer data between documents with the Pre-fill from Doc to Doc Bot.

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

2.1 out of 5

(167 votes)

You’ve already rated this bot

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.

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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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.

Why do we need export documentation?

It is not required in every country, but is used to help many emerging nations facilitate customs and collection of taxes. The purpose of this receipt is to provide the exporter with proof that the delivery of goods to the international carrier was successful and in good condition.

What is the importance of export documentation?

Export documentation is important, as it covers all areas of shopping items, from packing and labeling to insuring the goods. Important items are being shipped by random carriers to far-off customers; it's necessary to file accurate paperwork to ensure delivery.

What is the export documentation?

EXPORT COMPLIANCE DOCUMENTS Export Licenses. An export license is a government document that authorizes the export of specific goods in specific quantities to a particular destination. This document may be required for most or all exports to some countries or for other countries only under special circumstances.

What is the process of export documentation?

The documentation department prepares export invoice, export packing list etc. based on the purchased order or LC. Application for certificate of origin (GSP \u2013 Generalized System of Preference) and other required documents required for importer are also prepared. ... Bill of Lading or AWB is issued by carrier of goods.

What is proof of export documentation?

Proof of export can take different forms but the most secure proof is a Clean On Board Bill of Lading. This is a negotiable document that is issued when the goods being shipped are loaded on board a vessel.

What is proof of export under GST?

ix) when goods have been exported, the registered recipient shall provide copy of shipping bill or bill of export containing details of Goods and Services Tax Identification Number (GSTIN) and tax invoice of the registered supplier along with proof of export general manifest or export report having been filed to the ...

How do I export a product?

Establishing an Organisation. ... Opening a Bank Account. ... Obtaining Permanent Account Number (PAN) ... Obtaining Importer-Exporter Code (IEC) Number. ... Registration cum membership certificate (RCMC) ... Selection of product. ... Selection of Markets.

What is exporting with example?

A container ship carrrying goods for export. The definition of an export is something that is shipped or brought to another country to be sold or traded. An example of export is rice being shipped from China to be sold in many countries.

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?

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Eliminate repetitive activities without a single line of write code

Employ Pre-fill from Doc to Doc Bot

Start a new Flow 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 Flow once more.