Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Pre-fill from DocuSign Bot does
The Bot transfers data from DocuSign to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from DocuSign Bot
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from DocuSign.
Export Custom Values to Pre-fill from DocuSign Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your DocuSign account. Then, select the DocuSign template you will use to populate your document and define how the Bot will find a data field. After that, connect template fields to the document fillable fields.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
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 an invoice with data from DocuSign when a recipient opens the document.
Get your document pre-filled with data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your DocuSign envelope.
Try pre-built workflows to experience the Pre-fill from DocuSign Bot in action
Privacy and Confidentiality Policy for Credit Counseling Services Template
The Privacy and Confidentiality Policy for Credit Counseling Services Flow is used by finance and legal departments to protect the private information of employees or customers.
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Rental Application Form
The Rental Application Form Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.
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Service Invoice
The Service Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.
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The Architecture Firm Proposal
The Architecture Firm Proposal Flow is used by sales departments to save time and increase productivity by automating proposal-related processes.
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Other Bots often used with the Pre-fill from DocuSign Bot
Automate repetitive activities without a single line of write code
Utilize Pre-fill from DocuSign Bot
Start creating a new Flow and import samples or create templates right in the system to initialize the Bots option. Find a needed Bot from the list.
Configure it
Open the Bot configuration. Complete all of the required fields to define general and advanced options. Consider determining activation circumstances to protect yourself from false activations (you can include a couple of circumstances).
Investigate how it works
Implement the workflow and explore the outcomes. Ensure that the software robots operate correctly. If something fails, check the Bots log to correct the mistakes and execute your Flow again.
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