Top 100 Document-based Flow Templates
Automation is a breeze when you don’t have to waste time on configuration. airSlate has done the boring part for you by preparing a library of pre-configured document-based Flow Templates. Whether you need to set up employee or client onboarding, contract management, or a marketing campaign Template, all you need is to find the corresponding pre-built Flow Template and launch it in minutes.
Eliminate any need for building Templates from scratch. Try customizable web forms or document-based multi-step Templates with access to a library of more than 100 Integration and Automation Bots.
If you can't find the Template you need, explore our collection of the top 100 pre-built Flow Templates based on the most commonly used documents.
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Automate business interactions with airSlate products
Deploy any business process with an all-in-one no-code automation platform.
Become an expert in automation
Enroll in any of the airSlate Academy's free courses to learn the ins and outs of automating business processes.
A Roadmap to Digital Transformation
This course walks you through the essentials of digital transformation and its ability to optimize existing processes in different industries. You’ll take a look at the key instruments, steps, and overall impact of digital transformation on everyday workflows.
By the end of this course, you’ll receive valuable insights into what it takes to implement digital transformation in real life and how to reap the benefits from it....
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30 minutes
2632
A Step-by-Step to airSlate Spreadsheets
This course takes you through the process of creating airSlate spreadsheets while explaining its key capabilities and working principles. You’ll learn new skills that help you simplify data operations in spreadsheets, making processes error-free, calculations fast, and data routing seamless.
By the end of this course, you'll be able to create, customize, manage spreadsheets in airSlate, and automatically route data between different systems....
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1 hour
2641
airSlate WorkFlow 101
This course walks you through the ins and outs of getting started with airSlate WorkFlow. You'll dive deeper into basic terminology, key concepts, and the role it plays in streamlining routine processes.
By the end of this course, you'll be equipped with all the knowledge necessary for building fully-automated document workflows to reclaim working hours and avoid headache. ...
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50 minutes
6741
No-Code Bots: the Ultimate Guide
This course will teach you how to automate any repetitive task related to data transfers, access control, email notifications, and other document-based processes with the help of no-code bots. The course will take you through the different bot categories and types, their working principles, key features, and benefits for your document workflows.
By the end of this course, you'll be able to select the bot that is most suitable for your use case, configure its settings, and track the workflow process....
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40 minutes
5781
airSlate Contract Negotiation for Salesforce
This course demonstrates how to customize and run automated contract workflows to make the most complex and time-consuming step — contract negotiation — seamless for your business and customers. It explains how to apply airSlate document generation, no-code automation, and online redlining while handling contracts in your Salesforce organization.
By the end of this course, you'll be able to create and customize contracts according to your needs, collaborate on them with your partners, track changes online, and store your executed copies in Salesforce and other systems....
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30 minutes
2884
airSlate Document Generation & Contract Negotiation Basics
This course takes you through the process of streamlining contract workflows by automating document creation and simplifying contract negotiation and signing on any device. You’ll learn how to create contract templates, customize them with large amounts of pre-filled data, and annotate and redline them while collaborating with partners in real time.
By the end of this course, you'll be able to allocate your time and resources more efficiently to deliver better service to your customers by providing fast, seamless, and transparent contract collaboration. ...
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30 minutes
2611
airSlate Web Forms and Their Types
This course takes you through the process of creating and customizing different types of online forms to collect data accurately and hassle-free. You’ll learn how to build payment and authentication forms, surveys, approvals, and other online forms for gathering various types of client information automatically.
By the end of this course, you'll be able to build a dynamic web form for your use case from scratch and automate routine, document-related tasks like data transfers, record updates, and more, without coding....
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30 minutes
2875
airSlate for MS Dynamics 365
This course acts as a guide to helping your MS Dynamics 365 organization eliminate routine and repetitive tasks within your document workflows and data-heavy operations. You’ll gain expertise in applying document workflow automation to the most complex business processes you’re dealing with in MS Dynamics 365.
By the end of this course, you'll be able to start your work with document workflow automation in MS Dynamics 365, automate data routing, and create and automatically run document workflows connected to the other systems you use....
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30 minutes
3672
airSlate for NetSuite
This course walks you through the entire process of delegating your routine and complex operations in NetSuite to document workflow automation tools. You’ll learn how to simplify and accelerate document workflows and data routing inside your NetSuite organization without switching accounts or relying on expensive integrations.
By the end of this course, you'll be able to automatically run your data-driven workflows in NetSuite, pull and route data to the external systems you use, and implement analytics and tracking without leaving your NetSuite account....
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30 minutes
3575
airSlate for Salesforce: Getting Started
This course explains how to address the most common challenges businesses face while handling document workflows within their Salesforce organization. You’ll learn how to best apply document workflow automation to streamline the most troublesome and data-heavy operations in Salesforce.
By the end of this course, you'll be able to start your work with document workflow automation in Salesforce, automate data routing, and create and automatically run document workflows connected to Salesforce....
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30 minutes
3108
airSlate Functionality for Salesforce Teams
This course demonstrates how to transform how you manage users in Salesforce by making any actions within your organization simple, automated, and smooth. You'll learn how to simplify work in Salesforce for you and your teams by optimizing time-consuming tasks, delivering more clarity into how processes operate, and keeping your employees aware of their responsibilities and common goals.
By the end of this course, you'll be able to organize teams more efficiently, follow up on a workflow’s status and updates, grant access permissions to different stakeholders, and ensure smooth workflow collaboration inside your Salesforce organization....
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30 minutes
3157
airSlate WorkFlow Analytics
This course walks you through the basics of airSlate WorkFlow analytics. You’ll learn how to analyze key workflow metrics, visualize data with widgets and graphs, and track any changes in your organization.
By the end of this course, you’ll be equipped with all the knowledge necessary to examine your business's performance, determine areas for improvement, and allocate resources more efficiently....
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30 minutes
6715
Automating Bulk Sends with airSlate for Salesforce
This course explains how best to organize your complex processes that include large amounts of data, documents, and recipients in Salesforce. You’ll learn how to send multiple documents to any number of Salesforce recipients you need in just the click of a button.
By the end of this course, you'll be able to automatically run your data-driven workflows and connect them to the custom buttons you need for sending documents to multiple recipients in Salesforce....
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30 minutes
3169
Automation Bots
This course acts as a comprehensive guide to automating the most typical and repetitive document-based tasks, such as sending email notifications and reminders, renaming and sorting documents, and much more. You’ll develop a familiarity with the different Bot categories responsible for these types of tasks, how to configure them, and go over different use cases for applying Bot automation.
By the end of this course, you'll be able to automate your routine document workflow tasks without any knowledge of coding or external assistance....
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30 minutes
2934
Automation in Action: Industry Use Cases
This course demonstrates the benefits of switching from menial tasks to automated workflows. You’ll take a look at the most common workflows for organizations, the challenges they face, and how automation addresses these and many other issues.
By the end of this course, you’ll have a clear understanding of the processes that can be optimized in your company, as well as the benefits those optimizations will deliver....
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30 minutes
4660
BPM Essentials
This course goes through the essentials of business management solutions and their role in various industries. You’ll familiarize yourself with the evolution of BPM and its benefits, and discover how SMBs can get the most out of it.
By the end of this course, you’ll receive valuable insights into choosing the right solution that enhances company productivity while saving time and resources....
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20 minutes
5273
Building Salesforce Workflows in airSlate
This course takes you through the process of transferring complex operations into simple processes in Salesforce while adjusting access limitations. You'll learn how to boost data routing and document workflows in Salesforce by ensuring multi-role permissions for documents.
By the end of this course, you'll be able to automate, plan, visualize, and run operations that require automation and set up role-based routing for your Salesforce organization....
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30 minutes
2821
Business Process Automation
This course takes you through the basics of business process automation. You’ll dive deep into the topic to understand the purpose behind automation, the key pain points it addresses, and some use cases that showcase its value in different industries.
By the end of this course, you’ll understand the basics of BPA, its role in streamlining the most complicated processes, and know how to identify areas of improvement in your organization....
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30 minutes
4821
Business Process Mapping
This course walks you through business process mapping, a highly useful technique for enhancing and gaining greater control over your workflows. You’ll learn what this method is all about, the benefits it delivers, and how to automate and implement it into your business processes.
By the end of this course, you’ll be equipped with all the knowledge necessary to build an efficient step-by-step process map for your organization’s workflows....
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1 hour
3426
Citizen Development: What’s It About?
This course walks you through the key benefits and principles of the citizen development trend for modern business environments. It provides insights into becoming a citizen developer, what no-code and low-code tools are and how to use them, and how to keep development balanced.
By the end of this course, you will receive valuable knowledge of what citizen development is, how it works, and its ability to impact business success....
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30 minutes
2924
Collecting Data for Salesforce Records
This course shows you how to work with customer data more efficiently in your Salesforce organization. It helps to eliminate manual input or extra interactions that take place when collecting, processing, and storing data in multiple systems, including CRMs and cloud storage apps.
By the end of this course, you'll be able to enhance your data-heavy workflows in Salesforce and automatically collect and route customer data between new or existing Salesforce records and vice versa....
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30 minutes
2881
Automating Contract Management
This course provides step-by-step instructions on how to build fully-automated workflows for managing contracts. You’ll learn how to boost contract management workflows by eliminating overextended and confusing negotiation procedures, document routing issues, and data inaccuracies.
By the end of the course, you will be able to create, visualize, and automate contract management processes and similar use cases by providing a positive and streamlined experience for both partners and customers....
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30 minutes
3451
Contract Negotiation
This course goes through the process of automating contract negotiation to make your workflow smooth and error-free. You’ll learn how to create, redline, track changes, and get a contract signed by every party in real time.
By the end of this course, you'll be able to build and automate a comprehensive agreement workflow that enhances the customer experience while reducing the time and costs typically required....
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30 minutes
2849
Automating Course Enrollment
This course provides step-by-step instructions on how to build fully-automated student enrollment workflows. You’ll learn how to make the course enrollment process more efficient for educators and students by improving accuracy and reducing the number of hours needed to complete your workload.
By the end of the course, you will be able to create, visualize, and automate student enrollment processes and similar use cases by focusing on students instead of paperwork....
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30 minutes
3293
Create Event in Google Calendar
This course explains how to stay in the loop on every event that takes place in your organization without having to create them manually. You’ll learn how to enhance planning and ensure proper control over the most critical events for your business operations.
By the end of this course, you'll be able to automatically create events in Google Calendar using custom data from the completed documents....
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15 minutes
2767
airSlate WorkFlow: Designing Automation
This course takes you through the key steps required for building a comprehensive, fully-automated workflow. You’ll take a closer look at how to create and customize it to fit your particular use case and reap the benefits of automated document workflows.
By the end of this course, you’ll be equipped with all the necessary knowledge to get the most out of your workflows, streamline document processes, and eliminate errors....
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15 minutes
6578
CRM Integrations: a Brief Outline
This course walks you through the basics of a CRM solution and its role in driving business growth. You’ll get familiar with the concept of CRM software, its value, key benefits, and how it works to improve external interactions.
By the end of this course, you’ll be equipped with all the necessary knowledge to understand the potential of CRM integrations for driving business success with improved customer relations....
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30 minutes
3510
Data Movement Bots
This course goes through all the details and instructions of setting up automatic data transfers between web forms, spreadsheets, PDFs, and other documents. You’ll develop a familiarity with the different Bot categories responsible for these types of tasks, how to configure them, and go over different use cases for applying Bot automation.
By the end of this course, you'll be able to configure automatic data movement between different document types in a few clicks....
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30 minutes
3134
Working with airSlate WorkFlow Documents
This course takes you through the key steps required for creating, editing, and securely sharing electronic documents from scratch, which empowers you to effortlessly collaborate and communicate in today's digital world.
By the end of this course, you’ll be able to prepare a document for your business use case and send it to recipients right away....
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15 minutes
6810
Different Ways to Create Documents from Salesforce Records
This course takes you through the setup process of generating reports, collecting customer data, and running processes from Salesforce in a single click. You’ll learn how to enable your recipients and team to automatically open other pages inside or outside your organization, directly access objects and record pages, or launch custom links.
By the end of this course, you'll be able to work with custom buttons in Salesforce to run document workflows or data-heavy operations right from your Salesforce account....
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30 minutes
3622
Digital Lending: a Roadmap to ROI and Intelligent Automation
This course walks you through the transformation of digital lending. You’ll familiarize yourself with digital lending and its working processes that can be automated, along with real-life use cases.
By the end of this course, you’ll be equipped with all the knowledge necessary to understand how to streamline lending processes and provide a better customer experience. ...
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1 hour 30 minutes
Digital Security at airSlate
Proceed through the key aspects of data protection and compliance for different business sectors. Take a closer look at airSlate's industry-leading security standards and their role in protecting document workflow data.
By the end of this course, you will be fully equipped with the necessary knowledge to maintain a secure environment at your workplace and protect your data....
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1 hour
6772
Document Automation Hub: Workflow Automation APIs
This course walks you through the step-by-step process of creating a fully-automated document workflow and seamlessly integrating it with your app using the airSlate API. You’ll receive guidelines on how to test the airSlate API for free before selecting a plan.
By the end of this course, you’ll be fully-equipped with the necessary knowledge to configure each stage of the process, from adding documents to sending them and authorizing users to access your applications....
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2 hours
2342
Document Generation
This course acts as a complete guide to setting up automatic document creation for different use cases. You’ll learn how to generate documents and get them instantly pre-filled with data from the external applications of your choice.
By the end of this course, you'll be able to streamline your document workflows by automatically generating new documents and customizing them according to your business needs....
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30 minutes
3315
Introduction to Document Process Automation
This course walks you through different document process automation solutions, business process management (BPM), and the correlation between the two. You’ll learn how to automate monotonous document process workflows in different industries to focus on higher-priority goals, such as data-driven decision-making, problem-solving, and team collaboration.
By the end of this course, you will derive insights that help you understand the basics of document process automation, the benefits it delivers to businesses, and tips for selecting the most suitable solution for your needs. ...
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50 minutes
6197
Email on Documents Completion
This course takes you through the most effective way to increase productivity and improve transparency within your most critical document workflows. You’ll learn how to save time and resources spent on tracking the status of documents and preventing missed deadlines.
By the end of this course, you'll be able to customize and automate email notifications once documents are completed and receive completed copies right in your inbox....
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15 minutes
3966
Email on Documents Opening
This course explains how to avoid delays and lost documents in your day-to-day operations. You’ll find out how to make your document workflows transparent, move to the document completion stage faster, and confirm if the documents you’ve sent were reviewed.
By the end of this course, you'll be able to automate and personalize email notifications to highlight the most important updates for yourself or your recipients....
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15 minutes
3135
Automating Employee Onboarding
This course provides step-by-step instructions on how to build fully-automated employee onboarding workflows. You’ll learn how to automate the employee onboarding process from A to Z, reduce time spent on onboarding documents such as employment and non-disclosures agreements, and receive updates once they are signed.
By the end of the course, you will be able to create, visualize, and automate employee onboarding processes and similar use cases, providing a positive and streamlined experience for new hires....
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30 minutes
3448
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 of this course, you’ll be equipped with all the necessary insights to differentiate between digital and electronic signatures, debunk popular myths, and choose the right solution for your needs....
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30 minutes
3016
Template Versioning
This course acts as a step-by-step guide for creating and collaborating on several versions of one process with different recipients. You'll learn how to create, manage, test, and track the new versions, all without disrupting your initial document workflow setup.
By the end of this course, you'll be equipped with all the knowledge necessary to work with different versions of one process, simplify collaboration, and streamline your document-based workflows....
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30 minutes
2898
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 complete and consume the most working hours, including contract management, price quoting, invoicing, reporting, and many others.
By the end of this course, you'll be able to accelerate your sales cycles and run automated document workflows with dynamic tables, merged fields, and conditional logic without switching between Salesforce and the other systems you use....
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30 minutes
3515
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 experience.
By the end of this course, you'll be able to simplify team collaboration, improve efficiency, and enhance transparency in your workplace....
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20 minutes
8416
Getting Started with pdfFiller
This course walks you through the basics of working with documents in pdfFiller. You’ll get familiar with how to add, edit, and manage documents, and effectively navigate the platform.
By the end of this course, you’ll be equipped with the necessary knowledge to get started with pdfFiller and understand how its features are used to optimize document workflows....
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30 minutes
3505
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.
By the end of this course, you will know how to seamlessly implement signNow eSignature in your apps, websites, CRM, or cloud storage service....
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1 hour
495
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 set up.
By the end of the course, you will be able to create, visualize, and automate incident reporting processes and similar use cases. Ensure critical events are detected and addressed in the most efficient way....
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30 minutes
3177
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 categories responsible for these types of tasks, how to configure them, and go over different use cases for applying Bot automation.
By the end of this course, you'll be able to integrate your document workflow with other third-party solutions you’re using quickly and without any coding....
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30 minutes
2908
Introduction to pdfFiller
This course demonstrates what digital transformation is and its impact on various industries. You’ll learn what digital transformation means for businesses while discovering the impacts pdfFiller has on the process.
By the end of this course, you’ll be equipped with the necessary knowledge to identify whether your company needs to go digital and how to reap the benefits of paperless workflows....
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30 minutes
3934
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 use cases that showcase its immense value across different industries.
By the end of this course, you'll be equipped with the knowledge and skills needed to make informed decisions about implementing RPA in your own processes....
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1 hour
2064
Introduction to signNow
This course explains how legally-binding eSignatures help optimize and reshape ordinary document workflows. You’ll acquaint yourself with signNow’s key principles, features, and its impact on various industries.
By the end of this course, you'll have the knowledge necessary for getting started with signNow along with actual examples of how businesses improved their processes with a seamless eSignature solution....
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30 minutes
4695
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 routing to your third-party systems.
By the end of this course, you’ll be able to create, visualize, and automate invoicing processes and similar use cases to speed up routine tasks, minimize errors, and reduce operational costs....
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30 minutes
3506
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 coding.
By the end of the course, you will be equipped with all the knowledge necessary to create, visualize, and automate approval workflows and similar use cases, eliminating hassle and inefficiencies....
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30 minutes
3157
Mastering signNow documents and teams
This course walks you through signNow’s team collaboration features and helps you get the most out of it. You’ll learn how to improve teamwork, enhance productivity, and enjoy greater transparency over your daily document processes.
By the end of this course, you’ll be equipped with all the knowledge you need to improve collaboration in documents and templates with your team to reclaim working hours and minimize errors....
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30 minutes
1327
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 stakeholders, and obtaining better visibility into processes.
By the end of the course, you will be able to create, visualize, and automate partnership agreement processes and similar use cases to benefit both you and your partners. ...
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30 minutes
3209
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 of sorting and storing documents to provide a seamless experience for patients, doctors, and receptionists.
By the end of this course, you will be able to create, visualize, and automate patient intake processes and similar use cases, reducing heavy workloads and increasing patient satisfaction....
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30 minutes
3012
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 configure them, and go over different use cases for applying Bot automation.
By the end of this course, you'll be able to configure the access permissions to your documents and separate the fields in them in just a few clicks....
Start now
30 minutes
2511
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 within different documents.
By the end of this course, you'll be able to run automated document workflows and route different data between the documents you’re working on at the exact moment you need....
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15 minutes
3796
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 to document workflows you’re running.
By the end of this course, you'll be able to automatically route data between Excel spreadsheets and documents without hassle, like duplicating data or switching accounts....
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15 minutes
3228
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 this course, you'll be able to easily automate data transfers from Google Sheets to any documents you choose, saving time and minimizing hassle....
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15 minutes
3425
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 between your document workflows and MS Dynamics 365.
By the end of this course, you'll be able to automatically transfer data from one or multiple MS Dynamics 365 records to the documents you need....
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15 minutes
2987
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 process fast and seamless.
By the end of this course, you'll be able to automatically populate your document workflows with the data you need from a MySQL database without any errors or delays....
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15 minutes
2672
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 workflows and Salesforce.
By the end of this course, you'll be able to automatically populate your sales document workflows with any information taken from multiple Salesforce records you need.
...
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15 minutes
3032
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 customer experience.
By the end of the course, you will be able to create, visualize, and automate price quoting processes and similar use cases, making your processes more efficient and hassle-free....
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30 minutes
3795
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.
By the end of this course, you'll be able to configure and automate reminders so your most important documents are always top of mind for recipients....
Start now
15 minutes
3562
Scheduled Workflows in airSlate
This course walks you through the key steps required for scheduling workflows in airSlate. 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, spreadsheets, and more.
By the end of this course, you'll be equipped with all the knowledge you need to turn your most complex processes into automated multi-level workflows that can be run on a schedule in a single click....
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30 minutes
2385
signNow 101 for Subscription Administrators
This course walks you through the basics of configuring a signNow subscription, from account settings to organization management and team collaboration. You’ll go through the key steps of configuring a subscription account, creating an organization, building teams, and adding custom branding.
By the end of this course, you will be able to effectively configure an admin subscription as well as manage multiple users and their document workflows in signNow....
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30 minutes
2848
signNow Documents from A to Z
This course walks you through the basics of building eSignature workflows in a single workspace. You’ll learn how to add and customize documents, send them to multiple recipients, and sign on desktop or mobile.
By the end of this course, you’ll have developed a familiarity with signNow’s key features and be able to configure processes of different complexity. Master the basics of standard eSigning tools and get the most out of signNow’s advanced settings....
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30 minutes
4192
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 different data types to other documents or any external applications you use.
By the end of this course, you'll be able to make smooth transitions between your Salesforce and airSlate organizations while handling document workflows and automatically routing different types of data....
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30 minutes
3309
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 visibility into their workload.
By the end of this course, you'll be equipped with all the knowledge you need to seamlessly onboard, manage, and collaborate with your team in a shared workspace....
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30 minutes
1857
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 reaching out to new customers.
By the end of this course, you'll be able to automatically create new records in Salesforce once your recipients enter the necessary information into the documents you share with them....
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15 minutes
3133
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.
By the end of this course, you'll be able to keep your data structured, organized and simplify the process of locating documents in data-heavy workflows....
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15 minutes
2826
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, you'll be able to keep information safe by automatically transferring it to new or existing spreadsheets in Google Sheets. ...
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15 minutes
4074
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 course, you'll be able to automatically attach completed documents to specific NetSuite records while leaving room for high-priority tasks....
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15 minutes
2698
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 accurately and transparently.
By the end of this course, you'll be able to enhance data routing and storage for document workflows that rely on Salesforce....
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15 minutes
3224
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 your organization.
By the end of this course, you'll be able to keep your documents safe by automatically storing them in specific Google Drive folders....
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15 minutes
3934
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 access.
By the end of this course, you'll be able to automatically remove stored signatures and initials for recipients filling out documents....
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15 minutes
2806
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 documents.
By the end of this course, you'll be able to streamline your document workflows by connecting them with your NetSuite records and automating data routing between the two systems....
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15 minutes
3300
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 eliminating the need to copy or duplicate information manually.
By the end of this course, you'll be able to automatically route large amounts of data from Microsoft 365 Excel spreadsheets to the documents of your choice....
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15 minutes
3385
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 end of this course, you'll be able to automatically populate document fields with any information you need, making document completion accurate and smooth....
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15 minutes
2943
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 this course, you'll be able to automatically rename documents by entering custom names or using dynamic data from documents....
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15 minutes
3477
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 name once your recipient completes this information.
By the end of this course, you'll be able to simplify document sorting and better structure document storage. ...
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15 minutes
3188
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 ensure automatic, timely, and relevant data updates.
By the end of this course, you'll understand how to use no-code automation so you never have to duplicate information from your documents to update Salesforce records. ...
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15 minutes
3053
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 collaboration between employees and managers.
By the end of the course, you will be able to create, visualize, and automate travel reimbursement processes and similar use cases to ensure more effective document routing and streamlined payment processing....
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30 minutes
2871
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.
By the end of this course, you will receive valuable insights into building seamless document workflows, managing them, and reaping the benefits of optimized processes....
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1 hour
2465
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, and simplify payments.
By the end of the course, you will be able to create, visualize, and automate vendor contract management workflows that benefit both you and your vendors....
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30 minutes
3052
Web Forms
This course walks you through the process of creating a web form from scratch and customizing it according to your business needs. You’ll learn how to collect and organize different data types and move them to external systems.
By the end of this course, you'll be able to reclaim working hours and eliminate hassle by building a complete web form that automatically collects data for any business use case....
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1 hour
3033
Workflow Diagram: Simplifying Document Processes
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.
By the end of this course, you'll be equipped with all the knowledge necessary for enhancing your document workflows' transparency, accuracy, and visibility. ...
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1 hour
2898
Your First pdfFiller Document
This course walks you through the key steps of creating document workflows. You’ll learn how to create, edit, manage, distribute, and collaborate on pdfFiller documents with others.
By the end of this course, you’ll be equipped with the necessary knowledge to get the most out of pdfFiller functionality when building paperless workflows....
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30 minutes
3673
How to Obtain a Digital Birth Certificate?
Obtaining a digital birth certificate can be done through the official government website or a designated online platform. Follow the necessary steps, provide the required information, and request the issuance of your digital birth certificate for quick and convenient access.
How to Generate a Bank Statement?
Generate a bank statement using reliable financial software or online tools. Input your account information, select the desired date range, and create a bank statement to keep track of your transactions and financial records.
How to Download South Movies?
Download South movies from legitimate streaming platforms or authorized websites. Look for the desired movie, follow the download instructions, and ensure you comply with copyright regulations to enjoy your favorite South Indian films legally.
How to Use PNP PAIS (Police Assistance and Information System)?
Utilize PNP PAIS by accessing the official website or mobile application. Log in or create an account, follow the system's guidelines, and utilize the platform to access police assistance and information efficiently.
How to Generate a Bank Transfer Receipt?
Generate a bank transfer receipt using reputable accounting or banking software. Input the transaction details, including the sender and recipient information, transaction amount, and date, to create a comprehensive and accurate bank transfer receipt.
How to Link PNP PAIS (Police Assistance and Information System) on the Official Website?
Link PNP PAIS on the official website by following the provided instructions for account registration and verification. Once your account is authenticated, you can link your profile to PNP PAIS to access the platform's services and information.
How to Access Negative STD Test Results for 2021?
Accessing negative STD test results for 2021 is typically done through a medical provider or a secure online portal. Contact your healthcare professional or the testing facility, and follow their process for obtaining your confidential STD test results.
How to Create an ADP Check Stub?
Create an ADP check stub using ADP's payroll software or a similar payroll management system. Enter the required payroll details, such as employee information, earnings, deductions, and taxes, and generate an accurate ADP check stub for your employees' records.
How to Access Xero Advisor Certification Test Answers in PDF?
Accessing Xero Advisor certification test answers in PDF format should be done ethically and legally. Study the material provided by Xero or attend official training sessions to acquire the knowledge needed to pass the certification test legitimately.
How to Generate a Utility Bill?
Generate a utility bill using reputable accounting software or online tools. Input the relevant billing information, such as the customer's name, address, service period, and charges, to create an authentic and accurate utility bill statement.
How to Format a Laptop Handover Letter in Word?
Format a laptop handover letter in Microsoft Word or a word processing program. Include essential details like the laptop's make and model, serial number, condition, and reason for handover, and customize the letter according to your organization's requirements.
How to Create a Payslip Template for South Africa?
Create a payslip template for South Africa using payroll software or Excel. Incorporate the necessary details, such as employee name, salary, deductions, and leave balance, adhering to South Africa's payslip format and labor regulations.
How to Use Airtel Mitra Services?
Utilize Airtel Mitra services by visiting an authorized Airtel store or Mitra center. Engage with the Airtel Mitra representative to avail of services like prepaid/postpaid recharge, SIM card activation, bill payment, and other telecom-related services.
How to Generate a Western Union Receipt?
Generate a Western Union receipt by initiating a money transfer through a Western Union agent or their online platform. Upon completing the transaction, you will receive a receipt with the transfer details and confirmation number for reference.
How to Use Pagemaker Online?
Use Pagemaker online by subscribing to Adobe's Creative Cloud, which includes Pagemaker's successor, Adobe InDesign. Access InDesign through your web browser to create, edit, and design professional documents similar to what you would have done with Pagemaker.
How to Handle Miscarriage Paperwork?
Handling miscarriage paperwork requires sensitivity and care. Reach out to the hospital, medical professionals, or support organizations for guidance on necessary paperwork, such as medical reports or certificates, while allowing yourself time to grieve and heal.
How to Download LIC Policy Loan Form 5198 in PDF?
Download LIC Policy Loan Form 5198 in PDF format directly from the official LIC website or visit a nearby LIC branch. Complete the form with the required information and submit it according to LIC's loan policy guidelines.
How to Obtain an SSS Company Representative Identification Card?
Obtain an SSS Company Representative Identification Card by coordinating with the Social Security System (SSS) branch or office. Follow the prescribed application process, provide necessary documents, and complete the requirements to acquire the identification card.
How to Draft a Property Handover Letter?
Draft a property handover letter using a word processor like Microsoft Word. Include pertinent details such as property address, description, condition, and handover date, and address the letter to the relevant party, whether it's a tenant, buyer, or other recipients.
How to Access "50 Shades of Grey" Contract in PDF?
Accessing the "50 Shades of Grey" contract, known as the Dominant/Submissive contract, should be done through authorized channels, such as purchasing the book or obtaining legal copies. Respect copyright laws and seek official sources for accessing the document.