What is airSlate for SharePoint?

SharePoint, a collaboration platform by Microsoft is a place where teams can communicate, exchange data, and collaborate. It’s a shared file repository, blog, web content management system, and an intranet. It can also serve as a CRM with its highly customizable Lists feature.

A SharePoint List is a table like Excel for storing contacts. Similarly to Excel, it contains rows and columns. Rows are for data and columns are for metadata.

With the airSlate for SharePoint integration, airSlate users are empowered with the ability to access data in these Lists for creating and updating documents and exporting signed documents from airSlate to the appropriate records in the list.

SharePoint users are now able to take advantage of powerful business process automation for streamlining their document workflows (pushing and pulling data).

Get started with the integration by clicking the button in your SharePoint account.

What does the airSlate for SharePoint integration mean for better document management?

Configure a more streamlined SharePoint workflow:

1. Create custom workflows featuring document generation, web forms, eSignature, contract negotiation, and more.
2. Generate agreements, contracts, surveys, forms, and more with data from SharePoint lists and send them out for negotiation or signature.
3. Use multiple airSlate Bots for creating and updating SharePoint records with data collected via PDF and web forms or other sources like MS Dynamics 365, Salesforce, NetSuite, Google Sheets, MySQL, etc.

What are the key features and benefits of the airSlate for SharePoint integration?

Do more by:

• generating actionable documents pre-filled with SharePoint list data
• routing documents between CRM contacts and internal and external recipients
• creating new records based on data entered into a document’s fillable fields
• updating existing records based on data entered into a document’s fillable fields
• saving documents to SharePoint list attachments or external storages
• sending batches of documents with a single click of a button

Note: as a SharePoint user, you’ll have to register an airSlate account before you can use its features and functionality.

The post airSlate for SharePoint: automate business workflows with no-code integration appeared first on airSlate Blog | Business automation.

At signNow, we believe every person and business should be able to automate their routine tasks and streamline workflows to achieve higher productivity. We accomplish this not only through our products but through partnerships with other great companies and integrations with their products.

I wanted to learn more about our vast number of integrations and decided to start with one of the most asked about integrations — signNow for Microsoft Teams.

With more people working from home, this is an integration that is in high demand right now. I’m excited to give you a closer look at how the integration works and introduce you to two unique use cases.

Here’s how it works

You may already know that Microsoft Teams is a communication and collaboration platform that combines a workplace chat, video meetings, file storage, and application integration.

But did you know that signNow’s advanced e-signing capabilities now integrate inside Microsoft Teams? With this powerful integration, you can increase your organization’s productivity, delight customers with an easy-to-use interface, and save money while maximizing ROI – all without leaving Microsoft Teams.

As if that’s not enough –

The signNow integration with Microsoft Teams empowers you to:

• Initiate eSignature workflows – Make approval processes quick and easy for you, your teammates, and customers
• Save time with reusable templates – Set up a document for every recipient and track the status of signature requests in real-time
• Always stay in the loop with instant notifications about document status right in your Microsoft Teams 
• Access approved documents – signed documents are automatically uploaded to Microsoft Teams

Let’s look at all this in more detail with a real-life example

First up, let’s visit a healthcare management company that operates behavioral health treatment centers, primary care groups, and medical detox centers across the United States.

The healthcare staff has been leveraging Microsoft Teams to schedule, manage, and conduct virtual visits for their patients. With signNow, administrators can customize and send consent forms for signing right from Microsoft Teams.

Before using the signNow plus Microsoft Teams integration, their process looked a little like this:

They would get a new patient and they would have to print, scan, sign, and send back forms which would take days and sometimes even weeks. Often the forms would be inaccurate or have missing data or there would be delays that would result in postponed patient visits.

Now, their new and improved process looks like this

A new patient can now fill out all required forms online, from a desktop or mobile device, anytime, anywhere. Signing guidance helps the patient accurately complete the forms. When completed and signed, the forms are automatically sent back to the healthcare management company and are automatically uploaded to Microsoft Teams where staff can open, edit, or eSign it themselves — all without leaving Microsoft Teams.

If multiple signatures are needed from various parties, they can send documents from Microsoft Teams to teammates in a role-based order. Staff members don’t have to enter emails manually – instead, they can automatically add them from their Microsoft Teams contacts. They can also share a document in a chat so that recipients can instantly open and sign using signNow.

Best of all

The healthcare staff members noticed an increase in their organization’s productivity since teammates don’t need to switch between multiple applications or spend time emailing and tracking documents back and forth between staff members and patients.

Next, let’s visit an elementary school classroom to see how one school uses signNow plus Microsoft Teams to streamline communication.

We learned from one first grade teacher how signNow for Microsoft teams helps to maintain communication with students, even during remote learning. This integration also helps staff and faculty to collaborate by easily sharing resources and stay connected through chat, meetings, and channel conversations.

Teachers are able to turn an assignment or document from Microsoft Teams into a reusable template. They can add signature, text, date fields, and then share the template with their teammates as many times as needed to provide feedback, collaborate on assignments, and store resources.

Teachers can send parents classroom updates or weekly assignments to sign off on. Teachers will also get instant notifications about document status right in their Microsoft Teams.

If the school’s administration sends out a policy update or district-wide announcement to teachers and it requires multiple signers, then signNow will keep them up to date in real-time and display how many recipients still have to sign.

What’s the bottom line?

Teachers love how the signNow + Microsoft Teams integration simplifies complex workflows, improves their collaboration, and secures their documents.

Want to learn more and see for yourself how the signNow + Microsoft Teams integration works? Check out this short video.

The post How signNow for Microsoft Teams drives productivity and collaboration appeared first on airSlate Blog | Business automation.

Type text, highlight, blackout and annotate PDF documents in Dropbox

It really is as simple as it sounds: select any PDF from your Dropbox account and open it in the airSlate editor in seconds.

With airSlate PDFfiller, users can change PDF content, images and graphics, just like in a Word document:

• Modify original text, images and graphics inside a PDF
• Type text anywhere on a PDF
• Annotate text
• Highlight important parts
• Blackout confidential details
• Add sticky notes
• Add images

Create fillable templates, set up complex eSignature workflows and fax your documents with airSlate

Turn any price list or invoice into a fillable template with smart fillable fields. Native signNow integration allows users to set up complex eSignature workflows without leaving airSlate. Moreover, you can send PDF documents by fax, SMS or USPS mail right from airSlate.

Provide your team with centralized access to updated documents

Once you’ve finished editing your documents, members of your Dropbox team can easily access updated PDFs in Dropbox’s shared folder. airSlate doesn’t create additional folders, making it easy for anyone in your team to find the most recent versions of your documents.

Let us know what you think!

How excited are you to have airSlate pdfFiller working in Dropbox? Tweet at us to give your feedback!

The post airSlate brings a PDF editor and electronic signature to Dropbox appeared first on airSlate Blog | Business automation.