The airSlate Workflow Onboarding Wizard simplifies the creation of workflows by guiding you through each step of the process. Here's how to get started:
1.To initiate the onboarding process click Get started on the Home tab.
2.Learn about how the workflow process works and click Next.
3.In the Documents tab, add the necessary documents for the workflow. You can either upload documents from your computer or create new ones.
The Upload from computer section allows you to upload a document from your computer.
Find in library: search for the templates you need by category or type its name in the search box. Then, click on it to open in the editor and customize it.
The Create fillable form category allows creating documents from scratch and customizing them according to your process.
Import from Google forms: insert the link to the form which will be imported into airSlate WorkFlow form.
Note: You can upload up to 20 documents.
Learn more how to work with the documents and forms in this section of the Support portal.
4.Enter the email address or phone number of the signers who will fill out the documents. After, click Next.
5.Select a bot to automate the workflow. Bots are software robots that perform actions based on signer actions or external triggers. Once selected, click Continue.
Refer to this section for in-depth information on bots usage. It provides insights on which bots to use for different actions and how to configure them effectively.
You will be redirected to the workflow diagram, where you can continue building the process or send it to signers.