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
Get your automated workflows up and running in minutes with the Pre-fill SharePoint Files Bot. No coding required.
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.
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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