airSlate product updates

Release Notes 1.63

What's new

Quick automation: Configure additional settings for Step

Sending emails with completed documents, scheduling reminders, and customizing the signing experience — do you remember the hassle of using multiple Bots to get these tasks done? Our new feature allows you to manage all these settings and more in one place. To access it, navigate to Step settings ⇒ Advanced settings.

Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.

Release Notes 1.62

What's new

Gradual Bots setup

We've upgraded our Bots setup process for a more streamlined experience. Now, as you add a Bot to your workflow for the first time, you'll be guided through each setting block step-by-step, ensuring that nothing important is overlooked. With this improvement, setting up Bots has never been easier.

Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation

Release Notes 1.61

What's improved

Salesforce Process Builder

It’s now possible to create new document revisions under different airSlate steps. This change introduces new possibilities by extending the range of processes in airSlate.

Release notes 1.60

What's new

Create Groups

Groups are a convenient way to organize your teammates according to their department or level of responsibility and customize their permissions. Add Admins to configure Group Templates, Auditors to review Flows, and members to run and fill out Flows.

Your teammates can join multiple Groups, making it possible to create cross-functional teams and share specialists across them. One more thing: if you require any Group member to complete documents at a specific Step, you can add the entire Group as a recipient for that particular Step.

Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.

Inbox: All your documents in one place

The new Inbox folder arrived. Starting now, you can quickly access the completed documents and those you still need to fill out. The Inbox has tabs, so you'll find the Flows you need even faster.

Be careful deleting Flows from your Inbox. Just as in the All Flows folder, you can't undo this action, so by deleting documents from here, you delete them forever.

Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.

Introducing airSlate CRM

Create contacts in airSlate or import them from your email service in seconds. Then, easily track which documents have been sent to the contacts you created.

• Access all Flows assigned to a certain contact from the contact page, without using complicated filters.

• Add a contact to your list automatically when you add their email as a recipient in a Flow.

• Add more contact details, including their first and last name, email, phone number, address, and corporate information.

• Quickly access contact details and documents by hovering over a recipient on a Flow card.

Learn more

Note: this feature is currently in beta and will still develop and change over time. Changes will roll out gradually over the next few months. However, you can always request early access by contacting our support team.

Easy automation: Advanced settings in Steps

Say goodbye to juggling multiple Bots to automate your workflow. We've made things a whole lot easier with our new Step settings. Now you can manage all your settings in one place, saving you precious time and effort.

Our new Step settings give you more options than ever before. Need to find documents faster? No problem. Just add tags to improve your search through Flows. Want to make sure your recipients stay on track? We've got you covered. You can now schedule reminders, redirect recipients to a website or customize the signing experience for each recipient.

That's not all! You can even send emails once a document is completed or revoke access to certain documents under specific conditions. These actions can be found in the Advanced settings section of Step settings.

Try them out and streamline your workflow today!

Learn more

Note: this feature is currently in beta and will still develop and change over time. Changes will roll out gradually over the next few months. However, you can always request early access by contacting our support team.

What's improved

Bots log

You asked for it, and we listened. You can now track where your workflow paused using the Bots log. Before this update, there was no way to monitor who had not received your documents. But now, you can easily pinpoint which Step of your workflow experienced errors, so you can quickly resolve them and get your Flow rolling smoothly again.

Learn more

Release Notes 1.59

What's new

Introducing the updated Flow Creator!

• The main buttons have been moved to the footer for easy access. Click Send to run a one-time process immediately or Publish to activate all changes made to a Template. If you're not ready to move forward, you can save a draft by clicking Finish Later.

• Save a one-time Flow as a reusable Template by checking the box in the footer.

• Test the smooth running of your Flow by using Send as Test, which will assign each Step to you.

• Add recipients to Steps and their contact details will be automatically saved — no need to re-enter emails or phone numbers again.

Rename Slate during signing process

You can now rename a Slate even if recipients do not complete documents. This way, the renaming happens during a fill-out session when set conditions are met. Add the Bot to your workflow to test it out.

Release Notes 1.58

• airSlate for Salesforce custom button improvements
  

  It’s now possible to choose whether selecting Salesforce files will be mandatory for users when running Flows with Document Placeholders to proceed running Flows.

Release Notes 1.57

• Bots log improved
  

  You asked and we answered. It’s now possible to view where your documents stopped via the Bots log.
  Before, there was no way to track who didn’t receive your documents. Now you can identify the step of your process that encountered errors and quickly resolve issues to get your Flow rolling.

  Note: Currently, this feature is only available to some users. If you would like to start using it, please get in touch with our support team.
  

• Premium Support is live!
  

  To boost your experience with airSlate we launched Premium Support. The service is currently available in beta. Read more about it here.

Release Notes 1.56

• Download as many Flows as you need at once
  

  To download multiple Flows, select them on the Template page and click Download. Then, download your Flows as a ZIP file or export them straight to your Dropbox, Google Drive, OneDrive, or Box cloud.

  Note: Currently, this feature is only available to new users. If you would like to use it now, please get in touch with our Support team.

Release Notes 1.55

• Add the watermark using the Watermark Bot to protect your documents and claim ownership. The watermark is visible to signers and on the exported copies of the document. Once added, the watermark cannot be removed.

Release Notes 1.54

• Create airSlate documents and send them to your Pipedrive teammates using airSlate custom buttons, all without leaving your Pipedrive organization. Send documents to your teammates separately or send them to multiple users all at once.

Release Notes 1.53

• We’ve updated the Document Placeholder functionality: Flow administrators can now add placeholders for fillable fields to the Document Placeholder. These fields can be used when setting up Bots and Steps. When a file with fillable fields is uploaded into the document placeholder, any fields with names that match the placeholder fields will be assigned to the appropriate steps and used by the Bots to pre-fill or update the data.

Release Notes 1.52

New Slate card
To make your process more intuitive, we’ve created the brand new Slate card — simplified, straightforward, and easy to understand.
From now on, main actions are always visible while others (Show all Revisions, Open last Revision) are hidden in the three dots menu.

Release Notes 1.51

• Improved the Pre-fill from Salesforce via SOQL Bot: It’s now possible to add multiple SOQL queries in one Bot without having to configure it for each separate SOQL query. This allows for accelerated document generation.

Release Notes 1.50

• Pages in web forms
  

  Group the elements of your forms any way you need. Use Page breaks or Add new pages to divide a lengthy form into logical blocks — your recipients will receive fields to fill out one by one or in the groups you set.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
• Resizable fields and table columns on canvas
  

  Now you can customize the size of fields and width of columns as you see fit. Just drag the element’s border to change the size according to your form’s specific needs.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

Release Notes 1.49

airSlate for Salesforce version 3.32 has been released

We’re happy to announce that airSlate version 3.32 for Salesforce is now available! Check out the new features and improvements.

• Users are now able to activate exports for multiple PDF/DOCX attachments as a single merged Slate document in Salesforce to Flow document placeholders (for Flows with document placeholders). Earlier versions of the airSlate for Salesforce app only allowed for exporting one attachment at a time.

Release Notes 1.48

airSlate for UiPath version 1.0.0 released

We’re happy to announce that airSlate version 1.0.0 for UiPath is now available. Check out the new features and functionality.

• No more copying and pasting data from UiPath records into documents. Now you can automatically pre-fill Slates with UiPath record data in seconds with the Pre-fill from UiPath records Bot.

• airSlate now allows you to initiate UiPath processes. The Invoke UiPath process Bot will start any of your UiPath processes automatically right after your Slates are completed.

Release Notes 1.47

• Multiselect elements in PDF editor
  

  Edit PDFs faster - move, delete, assign to recipients, and change settings for several elements at once. Just select a group of elements and edit them all together.

• Change field type in PDF editor
  

  Added the wrong fillable field to your PDF? No need to delete the odd one and select the right one - just change the field type in settings. Field conditions will be saved.

• Mobile signing session
  

  Easily sign your documents and forms on mobile with the following improvements:
  - Hints and wizard for every field;
  - Friendlier Date field and Calendar design;
  - List of fields to track your progress with fields;
  - Faster switching between fields.
  

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

Release Notes 1.46

• Introducing Flow versioning
  

  Keep working on a Flow even after sending out your documents. You can still edit the Flow by creating a new version of it, even if recipients have already started filling out documents. The previous version will remain active until you publish the new one. You can also test your Flow before publishing it to ensure everything works as expected.

  Note: At the moment, this feature is only available to some new users. If you would like to start using it, please get in touch with our support team.

Release Notes 1.45

• Pre-fill from Google Sheets Bot improved
  

  We’ve made the matching feature easier to use. Just to remind, you can match document fields or recipient’s data with the intended sheet columns and update the existing rows in Google Sheets instead of creating new ones.

• Custom form width
  

  Now you can set any width for your form — select a standard size for everyday tasks, wide for working with large elements, or set custom width in pixels for your form.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
• Fields required by default
  

  Make every form field required by default so that recipients don’t miss anything important. No worries, an Admin can still change fields back to optional if needed.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

Release Notes 1.44

• Sign documents in just one click on mobile web
  

  Add your default signature and initials by simply tapping on the corresponding fields in a document. If you haven’t set default signatures and initials yet, you’ll be prompted to create them. Use the one-click signature feature in every document type that supports Signature and Initials fields.

• Character limit in Number and Text fields
  

  Now you can define the minimum and maximum number of characters your recipients are allowed to enter in the Number and Text fields.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
• Initials field in web forms
  

  Initials field is now available on web forms. Now you can add and manage your default initials in account settings as well as in a signing session, just like you do with signatures. Default initials allow for signing a document in one click.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

Release Notes 1.43

Three more Bots are here to help you automate the operations of your PostgreSQL database.

• With the Export to PostgreSQL Bot, you can now export data from your documents to a PostgreSQL database any time a recipient completes a document.

• The Export Custom Values to PostgreSQL Bot allows you to pre-populate fields in your PostgreSQL database with any custom values you entered manually.

• The Pre-fill Dropdowns from PostgreSQL Bot helps with pre-filling dropdown fields in your documents or web forms from a PostgreSQL database.

Release Notes 1.42

• Introducing the Repeatable container for web forms
  

  Use this element to create a group of fields that can be duplicated as whole blocks instead of duplicating each field individually. Allow your recipients to duplicate blocks of fields in a signing session.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

• Save to Citrix ShareFile Bot
  

  Use this Bot to automatically save documents to Citrix ShareFile when a Slate is completed.

• Custom loading screens
  

  We’ve improved the loading screens, now they’re friendlier and give you a tip on the type of document you’re about to fill out. The document loading process is way faster now both in editing and in signing modes.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

• New airSlate Academy courses:
  

  eSignature: let’s get started — Deep dive into the world of electronic signatures. Reveal the most popular use cases, key stats, benefits, and why adopting eSignature in your business workflows is a good idea.

  Understanding document management — Look into the key concepts and benefits of document management. Get to know how document management systems work in real life, review the most popular use cases, and reveal the benefits it introduces to business.

Release Notes 1.41

• Comments in Contract Negotiation
  

  Users with the corresponding permission are now able to leave comments in DOCX contracts while negotiating.

• Web forms signing session: List of Fields
  

  Introducing List of fields for web forms: view all the fields you need to fill in on a single list. Easily track which fields you need to fill in and jump to any of them without scrolling through an entire form.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

• Continue button in signing session
  

  Navigation between documents is even easier now - use single Continue button to hop to every next document in signing session.

  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

• New airSlate Academy courses:
  

  Rename Slate Document — Go through the ins and outs of setting up this Bot for your workflow: from choosing a document to renaming, setting conditions upon which the Bot will act, and explaining how to use the advanced settings.

  Export to NetSuite Record — Learn how to use this Bot to automatically transfer data from completed documents to any Netsuite record you choose. You’ll go through the entire process of Bot configuration, from connecting your NetSuite account to setting conditions for when it should act.

Release Notes 1.40

• Bots Update
  

  Upon Slate completion, you can now attach documents and ZIP archives to emails sent via Gmail or MS Outlook. You can also attach the fields from completed documents as a CSV file in a few clicks.

• New airSlate Academy courses:
  

  Team management in airSlate — Reveal the ins and outs of effective team management in airSlate. Learn how to assign roles, manage access permissions, add teammates within one Workspace, and much more.

  Email upon Slate Completion — Learn the ins and outs of setting up this Bot for your workflow: from choosing email recipients and customizing the notification text to adding the conditions upon which the notifications will be sent and applying advanced settings to get the most out of the Bot.

  Hide Signatures — Familiarize yourself with this Bot and learn how to get started with it in your workflow. Go through the key steps for configuring the Bot to automatically removing all signatures and initials between Revisions.

Release Notes 1.39

• Conditional Document Bot
  

  We’ve added the ability to show certain documents in a Flow only when set conditions are met. Conditional documents will remain hidden from recipients until this time. For instance, you can now determine that a recipient will only see a document after they’ve signed the previous document in a Flow. Just go to the list of documents to select which document(s) you intend to make conditional and set up the Conditional Document Bot to select when to show your selected documents.

Release Notes 1.38

• Description field in web forms
  

  We’ve added a new element to web forms to help you provide recipients with instructions and properly format them. No need to be good with html, just use simple Description field for your text.

• Web forms navigation wizard
  

  We’ve added the navigation wizard to the desktop web forms to make the process of filling out forms even more quick and easy. Green pointer will guide your recipients between fillable fields depending on the navigation priority set in Flow settings. Recipients can turn the wizard off if needed.

  Note:

  Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

Release Notes 1.37

• Send Notifications to Notification Feed Bot
  

  With the new Send Notifications to Notification Feed Bot you can create and send custom notifications to recipients. A notification will appear in the feed once a recipient completes a Slate.

• Save to Google Drive Bot update
  

  Save completed Slates to Google Drive with this Bot. You can use My Drive or one of the shared drives you have access to.

Release Notes 1.36

• Signature and Initials in Profile
  

  Now you can type, draw, upload or capture your signature and initials right there in your Profile before actually signing anything. Save several signatures and initials and select default ones to speed up the signing process.

• Sign documents in just one click
  

  Add your default signature by simply clicking on the signature field. If you haven't set a default signature yet, you’ll be asked to create one. You can use the one-click signature in every document type that supports the Signature field. Same goes for initials - now you can add them in just one click.

Release Notes 1.35

• New widgets in web forms
  

  Get required addresses easier - use the Address widget with already set up fields. What’s more, check out Contact details and Personal information widgets - ready-to-use fields will save you time and effort when getting recipients’ information.

• New field size for Checkbox and Radio button fields in web forms
  

  You asked, we listened. You now can select the additional size “One third” for the web form fields Checkbox and Radio button so that your web form is more compact when adding many Checkbox options or Radio button options.

• airSlate Academy updates
  

  Presenting new audio course — Business process mapping. Familiarize yourself with business process mapping, the benefits it delivers to workflows, and how to implement it into your business processes.

Release Notes 1.34

• Updated user groups
  

  We have updated the ability to create groups of team members. Now you can create group Flows, and use brand new filters to manage the team members of your Workspace.

  Groups
  

  Team members can now be gathered into role-based groups. Each group may have an Admin, Auditor, and other members. Groups allow for adding a group of specific team members to a Flow.

  Group Flows
  

  You can now send documents with airSlate using your Outlook email account. First, go to the Step settings when creating a Flow and assign a Step to the integration contact. Then, select Outlook from the list of integrations and connect your Microsoft account to airSlate. When you send a Slate, the recipients added to this Step will receive an email sent from MS Outlook, not airSlate.

  Filters
  

  You can now filter your team members by status, role, or group.

  
  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
• Fields navigation

  We’ve added a setting to allow you manage the navigation of your fillable fields. Now you can choose a suitable mode in which the fields will be shown - all fields one by one, required fields before optional ones, or only required fields.

  
  Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.

Release Notes 1.33

• Flow access updates
  

  The Workspace Owner and Supervisor roles are now always reflected as Flow admins in Flow Access settings. Even if you’ve created a Flow, you can now leave it without transferring your rights to someone else - the Workspace Owner or Supervisor will become the admin instead of you.

• Introduction to Slates video guide
  

  Not sure how to create Slates or confused about their purpose? Watch easy-to-understand video instructions and learn what Slates are and how to work with them. The guide appears on the All Slates page when it doesn’t contain any Slates.

Release Notes 1.32

• Unified Academy: Find everything you need to digitally transform your business in one place: workflow automation, document management, and eSignature courses.

• New video course: BMP essentials:Familiarize yourself with the evolution of BPM, its benefits, reveal how SMBs can make the most of it, and get valuable insights for choosing the right solution for your business.

• Industry-focused learning plans: We've created learning plans to reveal the ins and outs of the airSlate platform and demonstrate how to build automated workflows for the most popular industries.

  - Workflow Automation for Healthcare
  - Workflow Automation for HR
  - Workflow Automation for Education
  - Workflow Automation for Procurement
  - Workflow Automation for Finance
  - Workflow Automation for Operations
  
  
  

  Stay with us, and stay tuned.

Release Notes 1.31

• Date field update
  

  You asked, we listened. Now you can set limits for the Date field so that only specific days are available for recipients to select when filling out a form.

• Phone field improvements in web forms
  

  Data entered by recipients into the Phone field will be validated for digits amount. So now if the Phone field with National format is required, it must contain the set amount of digits to be considered valid and properly filled. In addition, when using the Custom format of Phone field, you’ll be able to set the limit of digits in the phone number yourself.

• Send a Slate via MS Outlook Bot
  

  You can now send documents with airSlate using your Outlook email account. First, go to the Step settings when creating a Flow and assign a Step to the integration contact. Then, select Outlook from the list of integrations and connect your Microsoft account to airSlate. When you send a Slate, the recipients added to this Step will receive an email sent from MS Outlook, not airSlate.

• Pre-fill Fields from DocuSign Bot
  

  Simplify your DocuSign to airSlate migration process with our new Bot. Use the Pre-fill fields from DocuSign Bot to pre-fill document fields with information from the DocuSign Envelope.

• Notify Cisco Webex Teammates upon Slate Completion Bot
  

  With our new Bot, you can automate notifying your Cisco Webex teammates when a Slate has been completed. It’s now easier to make sure no one misses a document.

  Notify via MS Outlook upon Slate Completion Bot
  

  Use this Bot if you want to notify your recipients via MS Outlook every time a Slate is completed. Just install the Bot and configure it to get started.

  Notify via Gmail upon Slate Completion Bot
  

  Use this Bot if you want to notify your recipients via Gmail every time a Slate is completed. Just install the Bot and configure it to get started. 

  Stay with us, and stay tuned.

Release Notes 1.30

Once you add a connection, you can check how many Flow Admins can’t access it. Manage access to this connection by clicking the Share connection button.

Release Notes 1.29

• Flow documents validation on signing session
  

  Flow documents validation will help to make sure every field contains valid data and every required field is filled in. Here’s what’s new:

  - Recipients can fill out the documents one by one. Every field in a document must contain valid data and every required field must be filled out before you proceed to the next document.
  - You can open the next documents in view mode by selecting a document in the Review documents modal.
  - When you save document as a draft and come back to it later, your draft opens on the last document you edited.
  - You won’t be able to complete a Slate if any of your documents contain invalid data. We’ll highlight the invalid documents so that you can go back and edit data.
  
• One condition for several fields in web forms
  

  Now you can set up the same condition for different fields instead of creating a separate condition for every field - save yourself a bit of time and efforts.

• Info message on fields used in conditions in web forms
  

  The message we added lets you know if a field is used in web form conditions. Now when you edit the form template, you already know which fields take part in form conditions and have quicker access to those conditions.

• Updates for Dropdown field in web forms
  

  You asked, we listened. You now have bigger amount of options to pre-fill in web forms' dropdown fields. Pre-fill up to 5000 options.

• Authentication details screen
  

  We’ve added a setting allowing you to hide or show authentication details in Authentication form. Enable it to show recipients an additional screen with the data they entered during authentication.

Release Notes 1.28

• New Bots Categories
  

  We’ve made searching for Bots even easier! Check out new Bot categories and find the Bot you need in seconds.

Release Notes 1.27

• Track your Slate's progress on mobile
  

  Slate status will help you see and track the status of every step for the Slates you send out. With this feature you can:

  - View and track the status of every step.
  - Send invitations to unassigned step(s).
  - Track the delivery statuses of your sent invitations.
  - Send reminders to fill out a Slate.
  - Revoke access for the steps where assignees declined or completed a Slate.
  - Reassign steps.

Release Notes 1.25

• Subscription cancellation
  If you're a Workspace Owner or Supervisor, you can cancel your Basic plan subscription at any time. It'll switch to the 30-day Free plan at the end of your current billing cycle. Learn more about subscription cancellation on the FAQ page.
• Improved “Required” setting for Matrix field
  When setting the “Required” option for Matrix field in web form, admin can apply one of the following: All rows optional, At least one row required, All rows required.
• Fixes for Matrix field in web form
  Now it’s possible to export recipient’s answers from Matrix field correctly and also admins have a possibility to set separate column values for each Matrix column.

Release Notes 1.24

• New airSlate Academy courses:
  Document Generation
  

  Start using the airSlate Document Creator to organize your data into error-free documents and reduce paperwork.

  Web Forms
  

  Learn how to work with dynamic airSlate web forms. Create any form or survey in seconds, and collect information from recipients with ease.

  Contract negotiation
  

  Discover how to streamline contract lifecycles by automating every step of the contract negotiation process, from making suggestions and edits to signing and archiving contracts.

• Customize your personal message on mobile
  

  Your recipients will receive a notification when you send a Slate to fill out. Click ‘Personal Message’ to create your own message or just use the default message text.

Release Notes 1.23

• Send Slates to list with data variable
  Want to send Slates to a list of recipients but don’t have their email addresses yet? Use the data variable for a document's field that will contain a recipient's email address. Documents will be forwarded to the email entered in this field.
• Certificate of completion in Workspace settings
  You can now manage the attachment of the certificate of completion in your Workspace settings. When enabled, every recipient will export completed documents with the certificate attached. When disabled, only the Flow Admin, Workspace Owner, and Supervisor will export documents with the certificate attached. All other recipients will not be able to do this.

Release Notes 1.22

Change the order in which Steps in your Workflow run. Now you can jump over or between Steps or go back to previous ones. Jumps are super handy for collaborating with your team and exchanging documents between recipients. Just specify the next Step to run and set the jump conditions.

Release Notes 1.21

• Flow pages new design
  We’re trying to make Flow pages as pretty and easy-to-understand as they can be. Archived and Trashed Flows have changed a bit, All Flows and Team Flows contain more details now and you’ll see more Flows on one page as well as slightly redesigned buttons and Flow access.
• Send a Slate via phone number on mobile web
  You can now send a text message with a link to a Slate directly to your recipient’s phone number.
• Send a Slate to future recipient on mobile web
  Don’t have the recipient’s email yet? Just select a data variable from a document’s field that will be filled with the recipient’s email address. The Slate will be forwarded to the email entered in this field.

Release Notes 1.20

• Make a copy for every added form or document
  Now you can make a copy for every added document, form, spreadsheet, etc. while you are creating a Flow Template. Just go to the document menu settings and choose the Make a copy option.
• Style in web forms
  The new Style settings in web forms will help you make your forms recognizable for the users - use brand images or just add some colors to your forms.
• Template fields in DOCX online editor
  In addition to standard fields, it’s now possible to add template fields to DOCX such as US phone number, US states, SSN, etc. This ensures that users will enter specific data in the corresponding format.

Release Notes 1.19

• Automation Bots have new names now. Check them out:
  

  Audit Trail Bot — Add Custom Event to Audit Trail

  Calculate Formulas Bot — Make Calculations in Slate

  Change Editor Mode Bot — Enable Editing Features

  Email Notification Postfinish Bot — Email upon Slate Completion

  Email Notification Bot — Email upon Slate Opening

  Forbid Discard Revision Bot — Forbid Discarding Changes

  Forbid Save as Draft Bot — Forbid Saving as Draft

  Forbid Decline Slate Bot — Forbid Declining Revision

  Lock the Slate Bot — Lock Slate Editing

  Pre-fill Document Bot — Pre-fill from Doc to Doc

  Roles Reminder Bot — Remind Step to Complete Slate

  Reminder Bot — Send Custom Reminder

  Rename Attachment Files Bot — Rename Slate Attachments

  Set Access Expiration Bot — Set Expiration of Step Assignment

  Text Message Notification Postfinish Bot — Send SMS upon Slate Completion

  Text Message Notification Bot — Send SMS upon Slate Opening

  Unassign Role Bot — Revoke Access to Step

  Webhook Postfinish Bot — Send Webhook upon Slate Completion

  Webhook Bot — Send Webhook upon Slate Opening

Release Notes 1.18

• Send a Slate via SMS Bot
  This Bot will send a Slate via text message directly to your recipients’ phone numbers.
• Forbid Save as Draft Bot
  Set up this Bot if you don’t want recipients to save a Slate Revision as a draft. Once set conditions are met, the Forbid Save as Draft Bot will hide the Save as draft option in the Other Actions settings.
• Forbid Discard Revision Bot
  Use this Bot if you don't want your recipients to be able to discard a Slate Revision. The Forbid Discard Revision Bot automatically hides the Discard option in the Other Actions settings once certain conditions are met.
• Improvements for Create Slate every Google Sheets Update Bot
  Specify a time delay for creating a new Slate pre-filled with data from Google Sheets. You can also indicate how many new Slates the Bot needs to generate from one row.

Release Notes 1.17

• Track and see the statuses of your sent Slates
  To help you see and track the step statuses of your sent Slates, we added new functionality – Slate status. This feature allows you to:
  - See and track the statuses of every step.
  - Send invitations to unassigned step(s).
  - Track the delivery statuses of your sent invitations.
  - Send reminders to fill out a Slate.
  - Revoke access for the steps where assignees declined or completed a Slate.
  - Reassign steps.
• Сonsent to e-sign
  We have updated the electronic consent for recipients doing business electronically. If a recipient wants to fill out or e-sign a Slate, they will need to consent for the use of e-signatures every time they receive a Slate. Workspace Owners can disable this feature so that recipients are not asked to consent to do business electronically. Flow Admins can disable electronic consent for a specific Flow.
• Flow configuration access
  You know the feeling when you need to configure your Flow, but see that someone else is already doing that? Now you can just send a request to edit Flow’s settings, wait for approval, and start configuring your Flow.
• Navigation between documents on mobile
  Introducing simpler Slate navigation - updated design and messaging will make your experience even better. Also, now you see the exact amount of documents to review and the available actions with them.
• Help message from Admin
  As a Flow Admin, you can now add information about a Flow for recipients. Once recipients open the Slate, they will find your message in each document.
• Search update
  Searching airSlate became easier and more convenient - search results look more neat now, and results matching the query are highlighted.

Release Notes 1.16

• Import a web form from a link.
  Import your Google forms into airSlate web forms. By creating a web form, a Flow Admin can simply select ‘Import from link’ and paste the Google form link.
• Paste copied data into Send to list table.
  Paste as much copied data as you need into multiple cells of the Send to list table at once.
• Extended SMS sending limits.
  We have increased the limit for sending text messages per one account from 50 to 250 a day.

Release Notes 1.15

• Forbid Decline Bot
  Use this Bot if you want recipients to fill out a Slate without declining it. Forbid Decline Bot automatically hides a Decline option in Other Actions settings once set conditions are met.

Release Notes 1.14

• Create a web form from a template.
  Create a web form from a template in no time. As a Flow Admin, select a web form template and continue creating a web form that suits your needs.
• Attachment request widget
  Customize your forms even more with the new widgets. Add the attachment request widget to your form so your recipients attach the data you need.
• Formats in Single line text field
  Welcome new web form element - Heading. It’s super user-friendly, easily customizable, can be placed anywhere on the form, duplicated or deleted.
• Customizable heading in web forms
  Welcome new web form element - Heading. It’s super user-friendly, easily customizable, can be placed anywhere on the form, duplicated or deleted.
• Extensible fields
  You asked, we listened. Check out the new extensibility setting in web forms that automatically adapts the size of the Multi line text field to the amount of entered text.
• Customizable collapse/expand button
  With the new collapsibility setting you can decide whether to make your Group field collapsible/expandable or leave it expanded by default. Just show or hide the collapse/expand button on your web form’s group fields.

Release Notes 1.13

• Introducing new web form elements - Widgets
  Customize your forms even more with different widgets!
  Just add a widget for your recipients to see when they open a web form: select a video (Youtube or Vimeo), HTML code, or Image to add to the form and check how it looks in form preview.
• Automatic Slates creation in drag-and-drop Flow Creator
  

  Note: The next update is only available to users with access to the drag-and-drop Flow Creator. If you'd like to try it out, please contact our support team.

  Flow Start. We streamlined the process of automatic Slates creation for the latest drag-and-drop Flow Creator update. To select how to create new Slates, click on the gear icon next to Flow Start at the top of the Workflow process. Here you'll find a list of start methods: manual and automatic.

  To help you create Slates automatically, we've added the following methods:
  - Scheduled Start. Schedule automatic creation of Slates by choosing a start date, time, and the number of repeats.
  - From another Flow. Set conditions for creating Slates pre-filled from another Flow.
  - Google Sheets Update. Create a pre-filled Slate every time a row in Google Sheets is added or updated.
  - Office 365 Excel Update. Create a pre-filled Slate every time a row in Office 365 Excel is added or updated.
  - From External Event. Set conditions for creating Slates pre-filled from an external service.
  

  You can also create Slates from Salesforce, Microsoft Dynamics, and NetSuite records based on the set conditions. Just select a CRM system and follow the on-screen instructions to configure the integration.

Release Notes 1.12

• Updated Quick Start
  We’ve improved the process of sending a document to be filled out and signed and now it’s even easier. In Quick Start 2.0 you can assign fields to recipients directly in the editor, check document’s preview before sending and enjoy better navigation with every field highlighted in different color according to the assigned recipient.
• Unlock disabled fields
  Some of the fields left locked or disabled in a document or web form? No worries, just unlock them right there in the Flow Diagram. You also can assign a field to a Step or lock it for recipients.
• All invited teammates are Flow Creators on Free plan
  When anyone creates a Workspace, teammates will join the Workspace as Flow creators by default. They can create and manage Flows for 30 days during the Free plan. When the Free plan ends, the Workspace Owner or Supervisor should reassign teammates to the free roles. Or the Workspace Owner will be charged for each teammate that has the Flow creator role.
• Send a Slate to future recipients
  If you're not ready to add a Slate recipient, you can refer to a document's text field that will be filled with the email of the next Slate recipient. Based on the filled in data, the Slate will be forwarded to the email entered in the text field.
• Send a Slate via text message
  Now you can send Slates for filling in a text message. You can send up to 50 text messages a day. You can also send a Slate to each person separately or send a Slate to multiple people at once.

Release Notes 1.11

• Prefill from MS Dynamics 365 Records with FetchXML bot
  With this bot, we add even more flexibility and power to our document generation for MS Dynamics 365 integration.
• Invoke Dynamics 365 Workflow bot
  With this bot, our MS Dynamics 365 integration users can trigger an internal process in MS Dynamics 365 once the Slate has been completed.
• Zendesk bots
  Welcome our new integration with Zendesk - customer service and CRM software. With 5 new Zendesk bots, users will be able to prefill documents in airSlate from Zendesk records, send Slate to Zendesk contact, create and update Zendesk records after the Slate is completed, and export completed documents to attach them to Zendesk record.
• Zoho CRM bots
  Welcome our new integration with Zoho CRM - online Sales CRM software. With 5 new Zoho CRM bots, users will be able to prefill documents in airSlate from Zoho CRM records, send Slate to Zoho CRM contact, create and update Zoho CRM records after the Slate is completed, and export completed documents to attach them to Zoho CRM record.

Release Notes 1.10

• Updated Attachment form:
  We’ve added a new version of the attachment form with a friendlier interface and fixed some bugs. Now you can request attachments from recipients even easier, view attached files, and use the fields in attachments in Bots setup.
• Web forms logo
  Introducing a new feature - logo in web forms. Customize your form and make it more official & recognizable using your company branding for a logo.
• Log in using SSO via the SAML provider To use the SSO method for logging in, please contact support. Once set up, find the Single Sign-on authentication method on the login page.
• Simple Reminder Bot Use the Simple Reminder Bot to send reminders to recipients on schedule or on delay. Reminders can be sent via email or to address book contact.

Release Notes 1.9

• New airSlate Academy CRM Bot courses to take your workflows to the next level:
  The Create Salesforce Record Bot Course
  The Export to Salesforce Bot
  The Update Salesforce Record Bot
  The Pre-fill from Salesforce Records Bot
  The Pre-fill from NetSuite Records Bot
  The Pre-fill Slate from MS Dynamics 365 Records Bot
• Schedule options in Bots
  

  Now you can set up the following Bots to run on a precise schedule. Please keep in mind that it's an additional feature to the ones you have now.

  - Create Slate Bot - Schedule when a Flow starts: select the month, day, and time when a Flow should start and decide how many times a Slate will be created.

  - Auto Create Revision Bot - Schedule when a Slate is created: select the month, day, and time when a Slate should be created and decide how many times a Slate will be created.

  - Create Slate Reminder Bot - Schedule when reminders to create a Slate are sent: select the month, day, and time when a reminder should be sent and decide how many times the reminder will be sent.

  - Roles Reminder Bot - Schedule when a reminder for a specific role is sent: select the month, day, and time when a reminder should be sent and decide how many times the reminder will be sent.

  - Remove Slate Bot - Schedule when a Slate is removed: select the month, day, and time when a Slate should be removed and decide how many times a Slate will be removed.

Release Notes 1.8

• Signing session navigation
  A simpler and more convenient navigation between Slates - we've changed the buttons UI and messaging and added the possibility to view the amount of documents to fill out and the available actions with them.
• Change PDF document
  Now you can replace existing documents with new ones saving the progress you've made. No need to set up fillable fields from scratch. All existing fillable fields from a previous document will be saved and transferred to the new one.
• Filters for List of Slates
  Find the Slates you need by using new filters on the List of Slates page. You can filter the Slates by the time range, the Slate status and tags, and by the user who has last modified the Slate.
• New Bot released
  The Create Slate every MS Office 365 Update Bot allows you to
  - automatically create Slates when an MS Office record is updated
  - pre-fill Slates with data taken from the MS Office 365
• Sidebar update
  Sidebar navigation became even more convenient with Create New Flow button leading directly to the Flow setup.
• Redirect recipient options
  You can redirect your recipients to any third party website and choose whether to open it in a new tab.
• Creating Flows faster
  We've improved formats validation, now you can upload or import your documents even easier.
• Blocked user validation
  Now when trying to send Slates to a recipient who is blocked in a certain Workspace, the sender will see an error message with a tip to change the recipient.
• airSlate mobile apps
  We’ve recently launched mobile applications to make your experience even easier. Check them out by clicking any link after filling out a Slate on a mobile device. Moreover, the same convenient links can be found on every login page.
• Public link on Flows list page
  Now you can share available Flows with recipients faster - shareable links are added to the All Flows/Team Flows page.
• Scheduled maintenance
  You know the feeling when you need to get something done and the required tool is temporarily not working due to maintenance? Now you don’t have to worry about that - we will warn you about scheduled works beforehand so you have the time to plan getting your tasks done accordingly.
• Tips on product pages
  We've added more tips on various pages to help you better understand different parts of the product.
• Web forms
  - The number of columns that can be added inside a Table field in web forms has been extended to 30 (up from 5).
  - A new date default value in web forms (User’s system date) now allows for setting the date value from a device. The date will be set when a user opens a web form for filling.
  - It’s now possible to set specific range limits for the date field by specifying the starting & ending dates. Users will be able to select the date value according to the ranges.