Streamline Employee Appraisal Request processing using Flow template
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Employee Appraisal Request
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Streamline Employee Appraisal Request processing using Flow template

Automate your data collection with Employee Appraisal Request and considerably enhance your productivity. Employee appraisal software. Get rid of manual data processing, errors, and tiresome procedures and focus on decision-making and strategy development. Employee appraisal system.
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No-code Automation and Integration Bots

Automate tedious tasks and integrate with and across your cloud apps.

Pre-fill Employee Appraisal Request fields from a CRM, Spreadsheet or database records

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Extract data from Employee Appraisal Request to a CRM, Spreadsheet or database

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Export to NetSuite BotExport completed Flow to NetSuite record
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Export to MySQL BotExport data from a document to a MySQL database

Archive Employee Appraisal Request to Google Drive, Dropbox, OneDrive and other cloud storage services

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Dropbox BotArchive completed documents to Dropbox
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Save to Google Drive BotArchive completed documents to Google Drive
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Archive to SharePoint Folder BotArchive completed documents to SharePoint folder
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Save to AWS S3 Archive completed documents to AWS S3

Assign recipients to fields and route the document automatically

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Box BotArchive completed documents to Box
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Create Salesforce RecordsCreate Salesforce records using data from completed documents
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Pre-fill from CSV file BotPre-fill documents with data from a CSV file
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Pre-fill from CSV File dropdown options BotPre-fill dropdown fields with data from a CSV file

Automate repetitive tasks in CRMs, G Suite, and other systems of record

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Pre-fill from Excel Spreadsheet BotPre-fill documents with data from a XLS/XLSX file
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Pre-fill Dropdowns from Excel Spreadsheet BotPre-fill dropdown fields with data from a XLS/XLSX file
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Create Event in Google Calendar BotCreate events in Google Calendar
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Export to Google Sheets BotExport data from a document to Google Sheets
Add additional fillable fields to Event Lead Capture Form Template illustration
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Integrate Event Lead Capture Form Template with dynamic web-forms illustration
Auto-generate documents from data in Event Lead Capture Form Template illustration

How it works

No-code automation, integrations, configuration and distribution of Streamline Employee Appraisal Request processing using Flow template
Embed fillable Event Lead Capture Form Template in your website or distribute it via a public link
Collect payments for Event Lead Capture Form Template
Authenticate recipients for Event Lead Capture Form Template
Request attachments for Event Lead Capture Form Template from recipients
Integrate Event Lead Capture Form Template with dynamic web-forms
Auto-generate documents from data in Event Lead Capture Form Template

Enterprise‑grade security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry‑leading security standards.
Security overview
GDPR compliance
Regulates the use and storage of personal data belonging to EU residents.
SOC 2 Type II Certified
Identifies organizational controls that secure your data & the privacy of your clients.
PCI DSS certification
Safeguards credit/debit card data during the payment process.
FERPA readiness
Protects the privacy of student records maintained by an educational institution.
HIPAA readiness
Protects the processing of your patients’ private health information.
CCPA compliant
Enhances the protection and privacy of personal data for California residents.

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Employee Appraisal Request is not the solution you’re looking for?

Employee appraisal request workflow template Employee appraisal request workflow excel Employee appraisal request workflow pdf Employee appraisal request workflow template free self-appraisal for promotion sample how to ask for promotion in appraisal examples how to ask for appraisal salary performance appraisal examples Employee Performance MS Teams Notification upon Completion Bot MS Teams Notification upon Opening Bot Create MS Dynamics 365 Records Pre-fill Flow from MS Dynamics 365 Records airSlate document workflow software workflow automation tool Employee appraisal Employee appraisal software Employee appraisal system Employee appraisal process

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eSignature: Let’s Get Started
eSignature: Let’s Get Started
This course walks you through the basics of streamlining eSignature processes for your document workflows. You’ll take a look at the concept of electronic signature along with its key features, benefits, and role in various industries. By the end ...
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30 minutes
1179
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eSignature: Mastering Document Signing in Emails
eSignature: Mastering Document Signing in Emails
This course will guide you through the intricate process of securely signing documents sent via email. You’ll gain comprehensive insights into electronic signatures, their business relevance, and real-world applications across various industries. ...
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30 minutes
51
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Workflow Versioning
Workflow Versioning
This course acts as a step-by-step guide for creating a repeatable document-based process in airSlate WorkFlow. You'll learn how to create, manage, test, and track new versions, all without disrupting your document workflow's initial setup. By the ...
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30 minutes
38
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Generating Documents with Salesforce Data
Generating Documents with Salesforce Data
This course highlights the value document generation tools add to your Salesforce organization and explains how to reduce mundane tasks, redundant actions, and daily routine. You'll learn how to refine your Salesforce workflows that are a hassle to c...
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30 minutes
515
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Getting Started with airSlate WorkFlow
Getting Started with airSlate WorkFlow
This course takes you through the key steps required to get started with airSlate WorkFlow. You'll obtain new skills for designing, integrating, and automating document workflows to simplify tasks, save time, and enhance your overall workflow experie...
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20 minutes
10041
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The Basics of pdfFiller Usage: Documents
The Basics of pdfFiller Usage: Documents
This course will walk you through the seamless transition from paper-based systems to smooth document management with pdfFiller. You will learn how to use a professional, user-friendly online editor and essential features designed to simplify and enh...
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30 minutes
1541
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Getting started with SignNow API
Getting started with SignNow API
This course walks you through the process of embedding eSignatures into your document workflows. You’ll familiarize yourself with SignNow API’s features and learn how to seamlessly integrate eSignature workflows with your existing product stack. ...
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1 hour
495
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Automating Incident Reporting
Automating Incident Reporting
This course provides step-by-step instructions on how to build fully-automated workflows for incident reporting processes. You’ll learn how to properly react to incidents at work with fully automated paperless workflows that only take minutes to se...
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30 minutes
564
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Integration Bots
Integration Bots
This course provides a detailed explanation and guidelines on connecting a document workflow to various external software solutions so you can get the most out of both systems simultaneously. You’ll develop a familiarity with the different bot cate...
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30 minutes
131
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The Basics of pdfFiller Usage: Key Concepts
The Basics of pdfFiller Usage: Key Concepts
This course is your gateway to understanding the key concepts of pdfFiller and how to get started. It will introduce you to the pdfFiller essentials, including registration and the first steps after creating your account. You'll become familiar with ...
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30 minutes
1828
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Introduction to Robotic Process Automation
Introduction to Robotic Process Automation
This course guides you through the fundamentals of robotic process automation (RPA). You'll delve deep into the topic, gaining a comprehensive understanding of robotic automation, how it works, the key pain points it addresses, and explore diverse us...
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1 hour
131
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The Basics of SignNow Usage: Key Concepts
The Basics of SignNow Usage: Key Concepts
This course is your gateway to simplified eSignature workflows. It will introduce you to the essentials, begin with registration, and take you through the first post-account creation steps, acquainting you with the core functionalities and features t...
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30 minutes
3058
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Automating Invoice Processing
Automating Invoice Processing
This course provides step-by-step instructions on how to build fully-automated invoice processing workflows. You’ll learn how to streamline payment operations by automating tasks ranging from invoice data extraction to data validation and document ...
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30 minutes
876
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Automating IT Requests and Approvals
Automating IT Requests and Approvals
This course provides step-by-step instructions on how to build fully-automated approval workflows. You’ll learn how to transform routine paper-based processes into automated approval workflows, reduce delays, and improve visibility, all without cod...
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30 minutes
631
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The Basics of SignNow Usage: Templates
The Basics of SignNow Usage: Templates
This course focuses on enhancing productivity by addressing the challenge of repetitive document preparation and offering guidance on creating and managing customizable, reusable templates. You'll discover how to convert existing documents into flexi...
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30 minutes
2145
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Automating Partnership Agreement
Automating Partnership Agreement
This course provides step-by-step instructions on how to build fully-automated partnership agreement workflows. You’ll learn how to unlock business growth by streamlining the partnership agreement lifecycle, improving collaboration between stakehol...
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30 minutes
302
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Automating Patient Intake
Automating Patient Intake
This course provides step-by-step instructions on how to build fully-automated patient intake workflows. You’ll take a look at how healthcare organizations can automate the patient registration process, get rid of paper forms, and resolve the issue...
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30 minutes
594
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pdfFiller: Beginner's Guide
pdfFiller: Beginner's Guide
In this course, we'll explore pdfFiller, a document management platform crafted to simplify your document processes. We'll delve into its purpose, features, and advantages, demonstrating how it can revolutionize your approach to paperwork. By the co...
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30 minutes
179
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The Basics of pdfFiller Usage
The Basics of pdfFiller Usage
This certification program is designed specifically for beginners, guiding you through the fundamentals of pdfFiller, our document management solution. By completing our program, you'll gain the confidence to embark on your document management jour...
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1 hour 30 minutes
0
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pdfFiller Power User
pdfFiller Power User
In this course, we'll guide you through the journey of streamlining document workflows and fostering effective team collaboration using pdfFiller. You will learn how to efficiently manage documents, customize organization, and foster collaborative te...
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30 minutes
66
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Permissions Bots
Permissions Bots
This course walks you through the key aspects and nuances of setting up and controlling document access permissions for your recipients. You’ll develop a familiarity with the different bot categories responsible for these types of tasks, how to con...
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30 minutes
50
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Pre-fill from Doc to Doc
Pre-fill from Doc to Doc
This course walks you through the entire process of boosting document workflows by copying information in minutes without manual input or errors. You’ll learn how to save you and your recipients' time by eliminating the need to duplicate data withi...
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15 minutes
1600
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Pre-fill from Excel Spreadsheet
Pre-fill from Excel Spreadsheet
This course walks you through the entire process of making smooth transitions between large amounts of data in spreadsheets and your documents. You’ll learn how to reduce errors and the amount of time spent on copying information from spreadsheets ...
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15 minutes
403
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Pre-fill from Google Sheets
Pre-fill from Google Sheets
This course explains how to increase accuracy and automate data routing when working with large amounts of data in spreadsheets. You’ll learn how to pull the information you’re working with to one place without excessive hassle. By the end of th...
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15 minutes
849
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Pre-fill from MS Dynamics 365 Records
Pre-fill from MS Dynamics 365 Records
This course explains how to eliminate errors, delays, and hassle when working with customer data in an MS Dynamics 365 organization. You’ll gain knowledge on how to save time and improve accuracy by establishing fast and seamless data routing betwe...
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15 minutes
109
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Pre-fill from MySQL
Pre-fill from MySQL
This course explains how to reinforce accuracy and accountability for your organization when working with large amounts of data taken from a MySQL database. You’ll learn how to automate data routing between MySQL and your documents, making the proc...
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15 minutes
141
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Pre-fill from Salesforce Records
Pre-fill from Salesforce Records
This course explains how to completely eliminate having to manually enter customer data in documents for your sales teams in Salesforce. You’ll learn how to accelerate and simplify the process of routing customer data between your document workflow...
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15 minutes
852
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Automating Price Quoting
Automating Price Quoting
This course provides step-by-step instructions on how to build fully-automated price quoting workflows. You’ll learn how to automate the price quoting process from A to Z, contribute to streamlined decision-making, reduce backlogs, and enhance the...
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30 minutes
742
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Remind Recipients to Complete Documents
Remind Recipients to Complete Documents
This course walks you through the entire process of accelerating document completion and signing processes with automatic reminders. Completely eliminate the hassles of expired documents, unsigned contracts, or missed deadlines on document completion...
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15 minutes
708
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Scheduled Autostart for Document Workflows
Scheduled Autostart for Document Workflows
This course walks you through the key steps required for optimizing your document processes with airSlate WorkFlow. You'll learn how to run a workflow on a schedule or when any data in your system records change, such as in CRM or ERP systems, spread...
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30 minutes
54
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Signing Documents with SignNow
Signing Documents with SignNow
This course walks you through the essentials of working with SignNow documents, from receiving a signature request to signing and saving these documents. Discover how to easily navigate through documents you receive, fill in different types of fillab...
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30 minutes
55
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SignNow Contacts
SignNow Contacts
In this course, you'll learn to access, manage, and add the data of any user you've exchanged documents with. You'll also discover how to keep track of all your interactions with document recipients and share their data with other users. By the end ...
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30 minutes
8
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SignNow Deals
SignNow Deals
This course will teach you how to effectively use SignNow’s features to enhance deal processes. You’ll learn to streamline deal workflows by creating well-structured, customizable processes, making them easier to manage and more transparent. By ...
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30 minutes
0
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The Basics of SignNow Usage: Documents
The Basics of SignNow Usage: Documents
Step by step, the course will take you from importing and editing a document to streamlining a comprehensive eSignature workflow. Throughout this course, you will thoroughly understand how to customize an eSignature process that fits the unique aspec...
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30 minutes
2699
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SignNow eSignature: Beginner's Guide
SignNow eSignature: Beginner's Guide
In this course, you will delve into the fundamental characteristics of SignNow's eSignature solution, exploring its purpose, functionality, and key benefits. You'll recognize the unique aspects that differentiate it in the market and understand the b...
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30 minutes
365
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SignNow for Subscription Admins
SignNow for Subscription Admins
This certification is designed to show you how to optimize workflows for efficiency and create a collaborative environment that empowers your team. You'll master real-time monitoring workflow activities while ensuring seamless and timely document acc...
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1 hour 30 minutes
0
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SignNow for Subscription Admins: Account Management
SignNow for Subscription Admins: Account Management
This course is designed to equip you with the guidelines and skills to configure your SignNow account to perfectly align with your business requirements. You'll discover seamless ways to troubleshoot and effortlessly manage user invitations to optimi...
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30 minutes
51
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SignNow for Subscription Admins: Organizations
SignNow for Subscription Admins: Organizations
This course provides essential guidelines on ensuring precise access permissions, streamlining workflows, and effectively monitoring organizational activities. You'll discover how to increase brand recognition with corporate-branded emails and manage...
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30 minutes
51
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SignNow for Subscription Admins: Teams
SignNow for Subscription Admins: Teams
This course focuses on refining your skills in team document management with straightforward guidelines and document-sharing strategies. You'll discover how to streamline team workflows and facilitate document access for all members. By the end of t...
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30 minutes
51
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SignNow Payments
SignNow Payments
This course will teach you how to effectively use SignNow’s payment feature to enhance your document processes. You’ll learn how to set up payment services, generate payment requests, and streamline billing transactions. By the end of the course...
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30 minutes
3
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SignNow Power User
SignNow Power User
In this course, you will master the process of crafting a cohesive document group designed for a specific function and converting it into a template for repeated application. You will further your expertise by learning how to establish a team, add me...
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30 minutes
143
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SignNow Templates for Multiple Recipients
SignNow Templates for Multiple Recipients
This course will teach you how to maximize SignNow templates for working with multiple recipients. You’ll learn to create and customize templates to streamline your workflows, ensuring each recipient receives their document effortlessly. By the en...
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30 minutes
4
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SignNow User Seat Management
SignNow User Seat Management
This course will teach you how to effectively manage seats in your SignNow subscription. You’ll learn how to add seats for new users, invite them, and manage their roles within your subscription account. By the end of the course, you'll be well-e...
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30 minutes
384
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Switching from DocuSign to SignNow
Switching from DocuSign to SignNow
This course offers a clear guide to transitioning from DocuSign to SignNow. You will learn about SignNow’s key benefits, the steps to migrate your existing setups, and real-life success stories. By the end of the course, you will understand how t...
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30 minutes
6
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Syncing Salesforce Data between Multiple Systems
Syncing Salesforce Data between Multiple Systems
This course explains how to get everything you need in one place by managing and connecting your document workflows in Salesforce to the external services you’re already using. You'll learn how to automatically generate documents and transfer diffe...
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30 minutes
508
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Team Management in airSlate WorkFlow
Team Management in airSlate WorkFlow
This course walks you through the key steps required for effective team management in airSlate WorkFlow. You'll learn how to organize teamwork in a single workspace, apply multiple levels of rights and permissions for your team, and get greater visib...
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30 minutes
1857
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The Basics of SignNow Usage
The Basics of SignNow Usage
This certification is designed to give you a fundamental understanding of the SignNow eSignature platform. You'll become adept at navigating the entire process, from account setup to sending documents for signing and their subsequent management. Upo...
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1 hour 30 minutes
0
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Create Salesforce Records
Create Salesforce Records
This course explains how to automate your operations with customer data while eliminating manual input and unnecessary paperwork. You’ll learn how to advance your data-heavy workflows in Salesforce so you can devote more time to closing deals and r...
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15 minutes
408
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Save to Dropbox
Save to Dropbox
This course takes you through the process of setting up automatic document archiving to a specified folder in your Dropbox account. You’ll learn how to ensure your documents are saved to Dropbox once recipients complete the necessary information. ...
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15 minutes
220
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Export to Google Sheets
Export to Google Sheets
This course explains how to make your operations with data in spreadsheets fast, accurate, and seamless. You’ll gain knowledge on how to take data routing to a new level by making it automated, smooth, and error-free. By the end of this course, yo...
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15 minutes
1928
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Export to NetSuite
Export to NetSuite
This course explains how to keep your NetSuite organization’s completed documents and customer data safe. You’ll learn how to keep essential documents on hand while working with customers or running operations in Netsuite. By the end of this cou...
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15 minutes
29
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Export to Salesforce
Export to Salesforce
This course takes you through the process of automatically transferring completed documents to Salesforce records. You’ll learn how to configure fast and smooth document attachment transfers to Salesforce records to ensure the process is completed...
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15 minutes
699
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Save to Google Drive
Save to Google Drive
This course illustrates how to avoid losing documents or having to search for them by connecting your document workflows to Google Drive. You’ll be able to enhance security and compliance in your document processes by automating data storage for yo...
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15 minutes
1595
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Hide Signatures New
Hide Signatures New
This course explains how to ensure a safe and seamless signing experience for your recipients by applying the necessary data security measures. You’ll learn how to protect your documents and highly sensitive information from loss or unauthorized ac...
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15 minutes
37
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Pre-fill from NetSuite Records
Pre-fill from NetSuite Records
This course takes you through the process of setting up smooth and instant data movement from your NetSuite records to other documents. You’ll learn how to ensure the NetSuite data you need is transferred exactly where you need it in other document...
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15 minutes
619
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Pre-fill from Microsoft 365 Excel
Pre-fill from Microsoft 365 Excel
This course takes you through the entire process of transforming operations that involve loads of data from Microsoft 365 Excel spreadsheets into automated document workflows. You’ll learn how to make your document workflows fast and seamless by el...
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15 minutes
86
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Pre-fill with Custom Data
Pre-fill with Custom Data
This course takes you through the entire process of enhancing document workflows by removing errors, accelerating document completion, and reducing manual data entry. You’ll learn how to fill documents quickly and correctly without hassle. By the ...
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15 minutes
68
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Rename Document
Rename Document
This course explains how to build a dynamic path for keeping your document workflows in order. You’ll learn how to provide better access to your documents, make it easier to sort them, and reduce the overall time spent on paperwork. By the end of...
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15 minutes
809
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Rename Workflow Instances on Completion
Rename Workflow Instances on Completion
This course takes you through the process of taking the data a recipient fills in a document and automatically assigning it as the name for one or several documents. You’ll learn how to select the necessary data type to be added as the document na...
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15 minutes
591
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The Ultimate Guide to Electronic Signature Generation
The Ultimate Guide to Electronic Signature Generation
This course will guide you into the world of electronic signatures and their growing importance in today's digital world. You will explore the benefits of e-signatures for businesses and learn how to generate and implement them effectively using key ...
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30 minutes
40
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Update Salesforce Records
Update Salesforce Records
This course takes you through the process of streamlining Salesforce workflows by automatically updating existing records with relevant information from other documents. You’ll learn how to connect your document workflows with Salesforce records to...
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15 minutes
212
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Automating Travel Reimbursement
Automating Travel Reimbursement
This course provides step-by-step instructions on how to build fully-automated travel reimbursement workflows. You’ll learn how to make your expense management more transparent, simplify budget controls and travel planning, and improve collaborati...
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30 minutes
479
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Understanding Document Management
Understanding Document Management
This course goes through the key concepts of document management and its role in improving day-to-day processes. You’ll learn how to simplify every step of processing paper-based workflows by managing, editing, routing, and storing documents online...
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1 hour
302
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Automating Vendor Contract Management
Automating Vendor Contract Management
This course provides step-by-step instructions on how to build fully-automated vendor contract management workflows. You’ll learn how to build automated workflows from A to Z to streamline vendor onboarding, manage contract approvals in no time, an...
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30 minutes
441
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Web Forms
Web Forms
This course guides you through the process of building a dynamic, no-code web form in airSlate WorkFlow. You’ll learn how to create, set up, and automate web forms, as well as seamlessly transfer data to various systems of records. By the end of ...
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1 hour
228
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Workflow Automation for Education
Workflow Automation for Education
This certification program is aimed at anyone working at an educational institution looking for ways to solve the issue of excessive paperwork, data loss and errors, and time wasted on manual data transfers. The program guides you through the entire ...
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1 hour 45 minutes
382
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Workflow Automation for Finance
Workflow Automation for Finance
This certification program is aimed at anyone working in the finance industry looking to streamline and enhance their daily workflows. The program provides a detailed overview of airSlate WorkFlow basics and presents typical use cases for the finance...
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2 hours 45 minutes
4099
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Workflow Automation for Healthcare
Workflow Automation for Healthcare
This certification program is aimed at anyone working in the Healthcare industry looking to solve the issue of excessive paperwork, data loss and errors, and time wasted on manual data transfers. The program provides a detailed overview of airSlate W...
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2 hours 15 minutes
3100
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Workflow Automation for HR
Workflow Automation for HR
This certification program is aimed at anyone working in the HR industry seeking to streamline and enhance their daily workflows. The program guides you through the entire process of understanding airSlate WorkFlow basics and presents typical use cas...
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3 hours 10 minutes
3935
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Workflow Automation for Operations
Workflow Automation for Operations
This certification program is aimed at anyone working in operations looking to streamline and enhance their daily workflows. The program provides a detailed overview of airSlate WorkFlow basics and presents typical use cases for operations department...
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3 hours
4026
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Workflow Automation for Procurement
Workflow Automation for Procurement
This certification program is aimed at anyone working in a procurement department looking to eliminate signing delays, contract negotiation confusion, and manual data transfers often riddled with errors. The program includes everything you need to kn...
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4 hours 10 minutes
86
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Workflow Builder: From Beginner to Pro
Workflow Builder: From Beginner to Pro
This course walks you through the ins and outs of visualizing document processes in airSlate WorkFlow. You'll learn how to create a visual layout for your document processes and decide how each step should be completed, by whom, and in what sequence....
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1 hour
158
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The Basics of pdfFiller Usage: Templates
The Basics of pdfFiller Usage: Templates
In this course, you'll delve into pdfFiller's reusable templates to streamline paperwork processes. You'll discover how to create personalized templates for common documents, swiftly customize them, and efficiently organize them in your account. By ...
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30 minutes
1523
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Netsuite workflow tutorial course
Netsuite workflow tutorial course
...
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0
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Advanced business digitalization training program for IT
Advanced business digitalization training program for IT
...
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0
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Short-term document management process flow educational program for export department
Short-term document management process template educational program for export department
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0
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Automate document workflows with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic Process Automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document Generation
The most powerful document generation engine with text tags, fillable fields, eSignature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract Negotiation
Pre-fill, generate from templates, comment, redline, track changes, approve and eSign contracts in a single, integrated no-code business automation platform.
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Built-in eSigning
Use airSlate’s enterprise-grade eSignature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract Management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Аdvanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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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 contact us.
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