Automate DO Priority Rating Register with Flow template

The DO Priority Rating Register Flow Template is used by companies to automate legal workflows. Companies can automate document processes, streamline interactions, and integrate workflows with third-party services.

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Make legal processes more efficient with document generation

Spend less time creating and processing documents with airSlate document workflow automation. Eliminate manual and paper-based processes to save time and resources. Configure the DO Priority Rating Register Template in minutes to make use of ready-made workflows.

This ready-to-use Template allows you to:

  1. Work on documents with colleagues in a single workspace
  2. Store your sensitive information securely
  3. Automate workflows with no-code Bots
  4. Automate the process of exporting data from a document to your data source

Configure a paperless workflow to optimize routine tasks and get the job done faster with no-code document workflow automation by airSlate.

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Pre-fill DO Priority Rating Register fields from a CRM, Spreadsheet or database records

Extract data from DO Priority Rating Register to a CRM, Spreadsheet or database

Archive DO Priority Rating Register to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

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

Save an average of 8 hours per week with an automated DO Priority Rating Register workflow

Spend an average of 10 minutes to complete a DO Priority Rating Register document

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No-code automation, integrations, configuration and distribution of DO Priority Rating Register

  • Add additional fillable fields to DO Priority Rating Register

    Workflow document feature example Workflow document feature example

  • Embed fillable DO Priority Rating Register in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for DO Priority Rating Register

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for DO Priority Rating Register

    Workflow document feature example Workflow document feature example

  • Request attachments for DO Priority Rating Register from recipients

    Workflow document feature example Workflow document feature example

  • Integrate DO Priority Rating Register with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in DO Priority Rating Register

    Workflow document feature example Workflow document feature example
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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, e-signature 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 negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature 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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Advanced 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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No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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HOW iT WORKS

How to Automate DO Priority Rating Register with Flow template

Watch our quick user guide video and learn how to use the Automate DO Priority Rating Register with Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Automate DO Priority Rating Register with Flow template

hi I'm anat from Priority software today I'd like to show you priorities new automations Hub and present how to automate repetitive tasks I'll begin with a few words about what repetitive tasks are and how we can benefit from automating them after that I'll show you how to create and use two types of automations local and cross form priority provides many tools to help you streamline your daily workflow based on RPA functionality including tools that children and automate routine and repetitive processes you can find them in our new automations Hub which you can access form every form the automations Hub includes rule-based and database automations and a new macro based automation which is our Focus today some of you probably use macros frequently this automation is a powerful tool that priority provides as part of the base package for those of you who are not familiar with it let me tell you how you can benefit from using it oftentimes during our day-to-day work we perform the same tasks again and again these tasks require us to manually run the same sequence of actions such as deleting a bunch of records and marking a few lines or entering the same data over and over these kinds of tasks shouldn't take us much time or effort they can be completely automated and triggered with just a click of a button to set up these kinds of tasks you only need to record them once in order to show the system the steps you wanted to take automatically this may sound familiar to you and I'm happy to add that the new macro based automation as part of the 22.0 version is across form automation that means you can set up a task that includes a full business process involving several different forms now let's create an automated task I'll start with an example using a sales order Jenna's vegan Hub ordered a few items for me unfortunately I have to postpone the delivery date so I need to change the due date for the order items I changed the due date for the first item manually and now for the next item I can copy the date from the field above using the right click or the F10 key but this order has 44 lines and I want to change the due date in all the lines in one go this is where an automated task does the trick I can set up a macro that copies the content of a field from the one above it and if I started to repeat it will run on all the lines one by one let's start by recording a macro I enter the automations hub from the upper level form select macro and record macro I'll name my task copy from above I can also set up a shortcut key now every time I press alt in 2 the task will begin and let's set it to repeat
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