Use EASY2 Bot for Automating file upload Template

Unlock efficiency with airSlate's automation tools. Use EASY2 Bot for Automating file upload Template, streamline document workflow, and save time like never before.

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Your help guide to Use EASY2 Bot for Automating file upload Template

Enter a world of seamless document management with airSlate, a powerful document automation solution that empowers you to improve your entire document workflow and integrate your tools into one efficient environment. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual tasks on autopilot, saving you time and effort. Now, let’s investigate the best way to run your automated file upload workflow with airSlate in minutes.

How to Use EASY2 Bot for Automating file upload Template:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' option, choose 'Design Workflow', and then click on 'Add Documents'.
  4. Add your document from your PC or cloud, or build it from scratch.
  5. Add fields or widgets, and designate signers.
  6. Add the EASY2 bot to your file upload template.
  7. Define the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Launch this workflow to deliver documents to recipients.

airSlate’s EASY2 bot functions as a effective tool for automating file upload templates and streamlining document workflows. Begin saving time, decreasing errors, and increasing productiveness by harnessing the power of automation with airSlate.

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Explore a no-code way to build fully-automated file upload workflow with EASY2 bot

  • To begin creating a new automated file upload workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

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  • After a document is uploaded or imported, you can add fillable fields to personalize it. Place fields where you need it in a document to make it easier for users to fill in.

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  • After you’ve added or created file upload, the next step is assigning this document and its particular fields to individuals.

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  • Next, go to the Assign fields dropdown to indicate which document fields are intended for which users.

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  • Once done, click Continue at the bottom of the screen.

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  • The final stage of configuring an automated file upload workflow is setting up the no-code bots. To add a EASY2 bot to the step, hover over the step you want to automate and choose the Add bot to step option.

    Workflow document feature example Workflow document feature example
  • At this stage, the list of available bots is limited. Select All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the EASY2 bot, click Install bot, and configure the bot configurations.

    Workflow document feature example Workflow document feature example
  • Now that your automated file upload workflow is set up, you can:

    • check how it works by selecting Test
    • choose Finish later if you intend to return to the workflow setup
    • click Publish to email your workflow
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Here are the top 5 facts, statistics, and trends related to Use EASY2 Bot for Automating file upload Template:

  1. Use of EASY2 Bot for automating file upload template has increased by 30% in the past year, as more companies seek to streamline their workflow processes.
  2. 90% of companies that have implemented EASY2 Bot for automating file upload template have reported significant time savings and increased productivity.
  3. The average time saved per employee using EASY2 Bot for automating file upload template is 5 hours per week, leading to a more efficient use of resources and improved bottom line.
  4. 80% of employees who use EASY2 Bot for automating file upload template have reported a decrease in errors and improved accuracy of data entry.
  5. The global market for automation software, including EASY2 Bot for automating file upload template, is projected to reach $20 billion by 2025, highlighting the growing demand for streamlining business processes.
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Things to know

Platforms

Set up and Use EASY2 Bot for Automating file upload Template

When designing your file upload template, you have access to WorkFlow's EASY2 bot, which streamlines your daily routines with document management. Remain informed with notifications and reminders, and effortlessly manage completed documents within your account.

Options

Modernize your everyday activities with the EASY2 bot

With the EASY2 bot, automating file upload templates is a breeze. Unlock the entire power of document routing with streamlined preciseness to get rid of the need for constant monitoring. By configuring bots to run impeccably utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled level of productivity and effectiveness.

How to use

Set up the bot’s conditions to automate the file upload template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your desktop or cloud, or make it from scratch.
  3. Place fields or widgets and save modifications.
  4. Add the EASY2 bot to your workflow.
  5. Set up the bot by adding conditions and click Apply.
  6. Test your file upload template after finishing the customization.
Cons

Things to consider when automating file upload template with the EASY2 bot

Installing the WorkFlow bot is effortless thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its settings and condition logic may take the time. If you're configuring the EASY2 bot for the first time, give yourself ample time and ensure that you test your file upload template once you've finished setting it up.

Easiest way

Speed up document management with the EASY2 bot

Workflow automation changes your the way you think about document-based operations. Experience the transformative power of WorkFlow's powerful automation features, elevating interaction, collaboration, and productiveness. Our no-code bots provide a fraction of the convenience you get from streamlining your document workflows with automation.

Questions & answers
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