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Pre-fill SharePoint Files Bot

Make your SharePoint files available in airSlate for online pdf editing and eSigning. Add the SharePoint files you need to your airSlate workflows with the Pre-fill SharePoint Files Bot
Try automation, it’s free!
What the Bot does
The Bot places the SharePoint files you’ve selected into a document placeholder.
When to use
nstall and configure the Bot to make CVs, invoices, bills, or any other SharePoint files part of your airSlate document workflows.
  • Author airSlate Inc.
  • Setup duration 5-7
  • Used in 213 Templates
  • Used in 106 Workspaces
  • Installed 283 times in the last 30 days
  • 97% success rate
Star Rating
4.6 out of 5
(42 votes)
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Get your automated workflows up and running in minutes with the Pre-fill SharePoint Files Bot. No coding required.

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You can move the placeholder just like any other document in your workflow
Configure Bot settings
When configuring documents for your airSlate workflow, add a document placeholder to the list. Then, add the Bot, connect to your SharePoint account, and select the placeholder that will include the SharePoint documents and files you need
Note: To install and configure Bots, start by creating a workflow.
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View the Bots log or use tags to check if the Bot ran successfully
Pre-fill your SharePoint files into a document placeholder
Once the Bot is configured, start a workflow directly from SharePoint and select the files you need. These files will be added to the list of documents in your workflow for recipients to review, edit, and sign
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Install the Pre-fill SharePoint Files Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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