Signing sessions now opens in a new browser tab when the Fill out button is selected.
The updated profile dropdown for logged-in signers includes options for Profile settings, AirSlate WorkFlow terms and services, Privacy note, and Log out.
To learn more about the signing session process, check this article.
When exporting documents via the Archive to SharePoint bot, you can choose to archive only documents completed by recipients, not including other documents from a workflow.
Both iOS and Android platforms now have strengthened security, providing enhanced data transmission protection.
We've addressed various bugs and made stability enhancements to provide a seamless user experience.
Send your Pipedrive files to recipients for filling out or signing using the new Pre-fill Pipedrive attachments bot. This feature works with Document placeholders in workflows.
airSlate WorkFlow for Creatio integration is live!
Create and update your Creatio records using data from WorkFlow documents, export completed documents to Creatio records, and pre-fill WorkFlow documents with your Creatio records data with the help of the respective bots.
It is now possible to select HubSpot custom entities both as a base and related entities when setting up airSlate for HubSpot bots. This allows for populating airSlate documents with custom entity data and updating or creating custom entities using data from completed airSlate documents.
The new airSlate Dashboard is live! Now, you can check documents' Audit trail and status in the updated airSlate Dashboard for MS Dynamics 365, NetSuite, Salesforce, and SharePoint.
Airtable has upgraded its security by replacing current API keys with OAuth functionality. As a result, the API keys are no longer supported for connecting airSlate WorkFlow to Airtable.
To prevent workflow interruptions, we recommend replacing all outdated Airtable bots with the new versions.
We're excited to announce the latest updates to the Template and Workflow pages, making document management a breeze!
Now, you can preview documents without even opening them. All sent documents are neatly organized in the Sends tab. And for your convenience, the primary buttons are more accessible.
For more details, check out our guide.
Note: This feature is currently in beta and will develop and change over time. Updates will roll out gradually over the next few months. However, you can always request early access by contacting our support team.
Enhanced functionality for the Export to Salesforce bot: Salesforce Administrators can now use the Set Audit Fields functionality in Salesforce to ensure the accurate recording of an airSlate document’s author in a Salesforce file’s history. Before this change, exported airSlate documents were only owned by the user whose account was connected to the bot’s settings.
Easily retrieve data from scanned PDF files that users upload as attachments to your workflow. No need to transfer data manually — your documents will be automatically populated with the extracted data in seconds.
airSlate is now airSlate WorkFlow. This change reflects our commitment to providing powerful workflow solutions. For more details, please check our digest.
Thank you for being a valuable part of our community.
Automatically start your airSlate workflows without leaving your HubSpot organization. Just set up a HubSpot workflow that will be triggered once certain conditions (for example, a record creation) are met. Once the specified workflow is triggered, the airSlate workflow will run automatically.
It is now possible to use airSlate documents merged into a single file when setting up CRM export and notification bots. This functionality is available for airSlate workflows when the Merge completed documents to PDF bot is installed.
Use the new Fax completed documents bot to send completed documents to recipients by specifying their fax number, customizing a message, and selecting documents.
For more details, check out our guide.
We’ve enhanced the airSlate Dashboard: the new Audit Trail option now allows users to track document activity for every airSlate document created inside Salesforce.
Our new Template allows you to create a reusable document and send it multiple times for signing. Share it with your recipients using an email address, phone number, or a link.
And there's more! You can seamlessly convert your template into a workflow, incorporating automation to optimize and streamline your processes. Try it out today and experience the convenience firsthand!
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
Now, the Lookup field in SharePoint is visible in airSlate when configuring bots, so users can select a Lookup ID as an identifier in the Select starting record section. You can find the Lookup ID in the Lookup address string, copy it and paste it into the bot search field.
Use autonumbering to pre-fill fields with sequential numbers when a recipient starts working on a document. Say goodbye to manual input and enjoy a smoother, more streamlined experience.
For more details, take a look at our guide.
Select a time zone when configuring the SharePoint bots to match dates in airSlate documents with dates in SharePoint records. The time zone dropdown is now available in Pre-fill, Create, and Update bots settings.
Automatically upload airSlate documents completed by your customers to QuickBooks. The Export to QuickBooks record bot now does this for you in seconds.
Easily populate dropdowns in PDF, DOCX, and HTML documents with Salesforce records data, regardless of any existing default values. No more need to specify each dropdown item manually, the Pre-fill dropdowns from Salesforce bot now does this for you.
Create contacts in airSlate or import them from your email service in seconds. After that, it's simple to keep tabs on the documents you've sent them and see if they're done.
Easily access documents sent to specific contacts from the contact pages
Send documents directly from the contact page
Contacts are automatically added when you use their email or phone number as a recipient in a workflow
Add more details like name, email, phone number, address, and corporate information
Hover over a recipient on a document card for instant contact details
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
Use the Merge completed documents to PDF bot to combine completed documents into one PDF and export them to the cloud. Select the documents you want to merge and arrange them in your preferred order.
After the bot runs, you'll get a PDF file containing the merged documents. You can save this PDF to the cloud using the export bots.
For more details, check out our documentation.
Add a personal touch to the text messages with the updated Send documents to download via SMS bot. You can now send SMS messages with customized text alongside your link to completed documents.
At airSlate, we like to keep things straightforward and easy for you. That's why we've decided to align our terminology with your familiar language. You've been referring to them as credits, and that's precisely what they are. Therefore, we are excited to announce that we are officially renaming "bot actions" to "credits."
Your total "credits" include successful sends and bot executions; you can check these on the Subscription page. If you want more details on your usage, just head to the updated Usage log page.
Rest assured, these changes won't cause any trouble for your experience or payments. Everything will stay the same as you're used to.
Looking to add multiple autostarts of the same type to your workflow? No problem! We've removed all limitations, allowing you to add as many autostarts as you need.
For example, you can now effortlessly add multiple "From another workflow" autostarts to automatically trigger new workflows whenever changes are made in other workflows. Enjoy the flexibility of improved autostarts!
Imagine you have a proposal that you often resend to different customers. With our new template, you can create a reusable document and resend multiple copies to recipients. It's that simple!
But that's not all! You can now transform your template into a workflow, adding a touch of automation magic to streamline your processes.
Create your template once and use it forever. Try it today and experience the convenience firsthand!
For more details, check out our documentation.
Note: This feature is currently in beta and will develop and change over time. Updates will roll out gradually over the next few months. However, you can always request early access by contacting our support team.
Use the Pre-fill from monday.com bot to automatically populate your documents with board data. Simply add the bot to your workflow and follow the step-by-step setup.
For more details, please documentation.
Use the Export to SharePoint Excel file bot to automatically copy document field values into an Excel spreadsheet on the SharePoint site. Just add the bot to your workflow and follow the setup instructions.
At airSlate, we are committed to refining our platform and elevating the user experience. In recent updates, we revisited some of our most-used terms to make things crystal clear.
Document is the new term for Flow:
Think of a document as a digital envelope filled with one or more files sent to different recipients based on their roles in a document workflow.
Workflow is the new name for Template:
A workflow is a repeatable business process. You add fillable documents and forms, set up the step-by-step document journey, and then spice it up with automation using bots, autostarts, shareable links, and conditions.
For more details, please check out our digest.
Keep track of changes to your template and restore any previous version using the version history feature. Restoring a previous version will create a new draft version, which you can then publish to make it the current template version.
To access your template's version history, click on the three dots icon in the bottom-right corner of the workflow builder and select Version history.
Our updated step card makes it easy to set recipients. You can designate a default recipient for all documents sent from your template and customize who gets what with one click of the Set recipient button. The new step card centralizes the recipient setup in one place and enhances the visualization of your selected recipient.
Note: This feature is in beta and will develop and change over time (changes will roll out gradually over the next few months). However, you can always request early access by contacting our support team.
We're happy to introduce our updates to document sending. With the new Start button, you now have two options to choose from:
To download multiple Flows, select them on the Template page and click Download. Then, download your Flows as a ZIP file or export them straight to your Dropbox, Google Drive, OneDrive, or Box cloud.
The Design workflow option empowers you to design enhanced document workflows using automation, Bots, and routing logic.
Every document sent is now conveniently stored in the Documents folder, replacing the Flows folder in your sidebar menu.
This update makes sending documents more efficient, saving you valuable working hours. Whether you need to send documents once or use a template with advanced automation, this feature lets you focus on what matters most for your business.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
We're excited to announce a new Bot that can create Freshservice records using data from completed airSlate documents. With this new Bot, creating Freshservice records is easier than ever before. We can't wait for you to try it!
Streamline your document workflow by easily designing it on one page. No more switching between multiple tabs!
Manage your documents within the modal window located in the bottom-left corner. Automate your workflow by adding Bots directly to Steps or between them.
All your existing Bot setups are securely stored on the All Bots page.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
Streamline the process of sending documents by assigning fields and managing recipients directly in our Web Form and PDF editors.
Our new feature allows you to assign fields as you add them, eliminating any need to switch between the editor and workflow builder. The assigned fields are color-coded to help you quickly identify which recipients are responsible for completing them.
The Assign fields dropdown menu now offers the Anyone instead of Unassigned option. Assign fields to specific recipients or select Anyone to let recipients fill them in.
We’ve also upgraded the Preview feature to enhance collaboration with recipients. You can now preview how a selected recipient will view a document when they open it.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
We are excited to announce a new Bot that exports attachments and completed documents directly to Smartsheet rows. To get started, simply add the Bot to your workflow and follow the step-by-step setup.
Split large PDF documents into smaller sections or pages before exporting them to the cloud using the Split PDF Document Bot. The Bot is compatible with Document generation and PDF documents.
For more details, check out our documentation.
Do you remember when you started using airSlate and kept seeing the word Slate but had no idea what it meant? After conducting numerous customer surveys and research, we're excited to introduce our new names for the main terms.
Flow (previously known as Slate) is a one-time business process that you can create by adding fillable documents and forms, setting up a step-by-step workflow, and automating it with the help of Bots.
To run multiple Flows with the same settings but different recipients, save your Flow as a Template (previously known as Flow).
Slate becomes Flow, and Flow is now Template. We believe these changes will make using our product easier, allowing you to get the most out of workflow automation.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
Sending emails with completed documents, scheduling reminders, and customizing the signing experience — do you remember the hassle of using multiple Bots to get these tasks done? Our new feature allows you to manage all these settings and more in one place. To access it, navigate to Step settings ⇒ Advanced settings.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
We've upgraded our Bots setup process for a more streamlined experience. Now, as you add a Bot to your workflow for the first time, you'll be guided through each setting block step-by-step, ensuring that nothing important is overlooked. With this improvement, setting up Bots has never been easier.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation
It’s now possible to create new document revisions under different airSlate steps. This change introduces new possibilities by extending the range of processes in airSlate.
Groups are a convenient way to organize your teammates according to their department or level of responsibility and customize their permissions. Add Admins to configure Group Templates, Auditors to review Flows, and members to run and fill out Flows.
Your teammates can join multiple Groups, making it possible to create cross-functional teams and share specialists across them. One more thing: if you require any Group member to complete documents at a specific Step, you can add the entire Group as a recipient for that particular Step.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
The new Inbox folder arrived. Starting now, you can quickly access the completed documents and those you still need to fill out. The Inbox has tabs, so you'll find the Flows you need even faster.
Be careful deleting Flows from your Inbox. Just as in the All Flows folder, you can't undo this action, so by deleting documents from here, you delete them forever.
Note: This feature is now available to all users. We want to thank everyone who provided feedback during the beta period — your input helped us fine-tune this feature. For more details, check out our documentation.
Create contacts in airSlate or import them from your email service in seconds. Then, easily track which documents have been sent to the contacts you created.
Access all Flows assigned to a certain contact from the contact page, without using complicated filters.
Add a contact to your list automatically when you add their email as a recipient in a Flow.
Add more contact details, including their first and last name, email, phone number, address, and corporate information.
Quickly access contact details and documents by hovering over a recipient on a Flow card.
Note: this feature is currently in beta and will still develop and change over time. Changes will roll out gradually over the next few months. However, you can always request early access by contacting our support team.
Say goodbye to juggling multiple Bots to automate your workflow. We've made things a whole lot easier with our new Step settings. Now you can manage all your settings in one place, saving you precious time and effort.
Our new Step settings give you more options than ever before. Need to find documents faster? No problem. Just add tags to improve your search through Flows. Want to make sure your recipients stay on track? We've got you covered. You can now schedule reminders, redirect recipients to a website or customize the signing experience for each recipient.
That's not all! You can even send emails once a document is completed or revoke access to certain documents under specific conditions. These actions can be found in the Advanced settings section of Step settings.
Try them out and streamline your workflow today!
Note: this feature is currently in beta and will still develop and change over time. Changes will roll out gradually over the next few months. However, you can always request early access by contacting our support team.
You asked for it, and we listened. You can now track where your workflow paused using the Bots log. Before this update, there was no way to monitor who had not received your documents. But now, you can easily pinpoint which Step of your workflow experienced errors, so you can quickly resolve them and get your Flow rolling smoothly again.
The main buttons have been moved to the footer for easy access. Click Send to run a one-time process immediately or Publish to activate all changes made to a Template. If you're not ready to move forward, you can save a draft by clicking Finish Later.
Save a one-time Flow as a reusable Template by checking the box in the footer.
Test the smooth running of your Flow by using Send as Test, which will assign each Step to you.
Add recipients to Steps and their contact details will be automatically saved — no need to re-enter emails or phone numbers again.
You can now rename a Slate even if recipients do not complete documents. This way, the renaming happens during a fill-out session when set conditions are met. Add the Bot to your workflow to test it out.
It’s now possible to choose whether selecting Salesforce files will be mandatory for users when running Flows with Document Placeholders to proceed running Flows.
You asked and we answered. It’s now possible to view where your documents stopped via the Bots log.
Before, there was no way to track who didn’t receive your documents. Now you can identify the step of your process that encountered errors and quickly resolve issues to get your Flow rolling.
To boost your experience with airSlate we launched Premium Support. The service is currently available in beta. Read more about it here.
To download multiple Flows, select them on the Template page and click Download. Then, download your Flows as a ZIP file or export them straight to your Dropbox, Google Drive, OneDrive, or Box cloud.
Note: Currently, this feature is only available to new users. If you would like to use it now, please get in touch with our Support team.
Add the watermark using the Watermark Bot to protect your documents and claim ownership. The watermark is visible to signers and on the exported copies of the document. Once added, the watermark cannot be removed.
Create airSlate documents and send them to your Pipedrive teammates using airSlate custom buttons, all without leaving your Pipedrive organization. Send documents to your teammates separately or send them to multiple users all at once.
We’ve updated the Document Placeholder functionality: Flow administrators can now add placeholders for fillable fields to the Document Placeholder. These fields can be used when setting up Bots and Steps. When a file with fillable fields is uploaded into the document placeholder, any fields with names that match the placeholder fields will be assigned to the appropriate steps and used by the Bots to pre-fill or update the data.
New Slate card
To make your process more intuitive, we’ve created the brand new Slate card — simplified, straightforward, and easy to understand.
From now on, main actions are always visible while others (Show all Revisions, Open last Revision) are hidden in the three dots menu.
Improved the Pre-fill from Salesforce via SOQL Bot: It’s now possible to add multiple SOQL queries in one Bot without having to configure it for each separate SOQL query. This allows for accelerated document generation.
Group the elements of your forms any way you need. Use Page breaks or Add new pages to divide a lengthy form into logical blocks — your recipients will receive fields to fill out one by one or in the groups you set.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.Now you can customize the size of fields and width of columns as you see fit. Just drag the element’s border to change the size according to your form’s specific needs.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.We’re happy to announce that airSlate version 3.32 for Salesforce is now available! Check out the new features and improvements.
Users are now able to activate exports for multiple PDF/DOCX attachments as a single merged Slate document in Salesforce to Flow document placeholders (for Flows with document placeholders). Earlier versions of the airSlate for Salesforce app only allowed for exporting one attachment at a time.
We’re happy to announce that airSlate version 1.0.0 for UiPath is now available. Check out the new features and functionality.
No more copying and pasting data from UiPath records into documents. Now you can automatically pre-fill Slates with UiPath record data in seconds with the Pre-fill from UiPath records Bot.
airSlate now allows you to initiate UiPath processes. The Invoke UiPath process Bot will start any of your UiPath processes automatically right after your Slates are completed.
Edit PDFs faster - move, delete, assign to recipients, and change settings for several elements at once. Just select a group of elements and edit them all together.
Added the wrong fillable field to your PDF? No need to delete the odd one and select the right one - just change the field type in settings. Field conditions will be saved.
Easily sign your documents and forms on mobile with the following improvements:
- Hints and wizard for every field;
- Friendlier Date field and Calendar design;
- List of fields to track your progress with fields;
- Faster switching between fields.
Keep working on a Flow even after sending out your documents. You can still edit the Flow by creating a new version of it, even if recipients have already started filling out documents. The previous version will remain active until you publish the new one. You can also test your Flow before publishing it to ensure everything works as expected.
Note: At the moment, this feature is only available to some new users. If you would like to start using it, please get in touch with our support team.
We’ve made the matching feature easier to use. Just to remind, you can match document fields or recipient’s data with the intended sheet columns and update the existing rows in Google Sheets instead of creating new ones.
Now you can set any width for your form — select a standard size for everyday tasks, wide for working with large elements, or set custom width in pixels for your form.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.Make every form field required by default so that recipients don’t miss anything important. No worries, an Admin can still change fields back to optional if needed.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.Add your default signature and initials by simply tapping on the corresponding fields in a document. If you haven’t set default signatures and initials yet, you’ll be prompted to create them. Use the one-click signature feature in every document type that supports Signature and Initials fields.
Now you can define the minimum and maximum number of characters your recipients are allowed to enter in the Number and Text fields.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.Initials field is now available on web forms. Now you can add and manage your default initials in account settings as well as in a signing session, just like you do with signatures. Default initials allow for signing a document in one click.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.Three more Bots are here to help you automate the operations of your PostgreSQL database.
With the Export to PostgreSQL Bot, you can now export data from your documents to a PostgreSQL database any time a recipient completes a document.
The Export Custom Values to PostgreSQL Bot allows you to pre-populate fields in your PostgreSQL database with any custom values you entered manually.
The Pre-fill Dropdowns from PostgreSQL Bot helps with pre-filling dropdown fields in your documents or web forms from a PostgreSQL database.
Use this element to create a group of fields that can be duplicated as whole blocks instead of duplicating each field individually. Allow your recipients to duplicate blocks of fields in a signing session.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
Use this Bot to automatically save documents to Citrix ShareFile when a Slate is completed.
We’ve improved the loading screens, now they’re friendlier and give you a tip on the type of document you’re about to fill out. The document loading process is way faster now both in editing and in signing modes.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
eSignature: let’s get started — Deep dive into the world of electronic signatures. Reveal the most popular use cases, key stats, benefits, and why adopting eSignature in your business workflows is a good idea.
Understanding document management — Look into the key concepts and benefits of document management. Get to know how document management systems work in real life, review the most popular use cases, and reveal the benefits it introduces to business.
Users with the corresponding permission are now able to leave comments in DOCX contracts while negotiating.
Introducing List of fields for web forms: view all the fields you need to fill in on a single list. Easily track which fields you need to fill in and jump to any of them without scrolling through an entire form.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
Navigation between documents is even easier now - use single Continue button to hop to every next document in signing session.
Note: Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
Rename Slate Document — Go through the ins and outs of setting up this Bot for your workflow: from choosing a document to renaming, setting conditions upon which the Bot will act, and explaining how to use the advanced settings.
Export to NetSuite Record — Learn how to use this Bot to automatically transfer data from completed documents to any Netsuite record you choose. You’ll go through the entire process of Bot configuration, from connecting your NetSuite account to setting conditions for when it should act.
Upon Slate completion, you can now attach documents and ZIP archives to emails sent via Gmail or MS Outlook. You can also attach the fields from completed documents as a CSV file in a few clicks.
Team management in airSlate — Reveal the ins and outs of effective team management in airSlate. Learn how to assign roles, manage access permissions, add teammates within one Workspace, and much more.
Email upon Slate Completion — Learn the ins and outs of setting up this Bot for your workflow: from choosing email recipients and customizing the notification text to adding the conditions upon which the notifications will be sent and applying advanced settings to get the most out of the Bot.
Hide Signatures — Familiarize yourself with this Bot and learn how to get started with it in your workflow. Go through the key steps for configuring the Bot to automatically removing all signatures and initials between Revisions.
We’ve added the ability to show certain documents in a Flow only when set conditions are met. Conditional documents will remain hidden from recipients until this time. For instance, you can now determine that a recipient will only see a document after they’ve signed the previous document in a Flow. Just go to the list of documents to select which document(s) you intend to make conditional and set up the Conditional Document Bot to select when to show your selected documents.
We’ve added a new element to web forms to help you provide recipients with instructions and properly format them. No need to be good with html, just use simple Description field for your text.
We’ve added the navigation wizard to the desktop web forms to make the process of filling out forms even more quick and easy. Green pointer will guide your recipients between fillable fields depending on the navigation priority set in Flow settings. Recipients can turn the wizard off if needed.
Note:Currently, this feature is only available to some new users. If you would like to use it now, please get in touch with our support team.
With the new Send Notifications to Notification Feed Bot you can create and send custom notifications to recipients. A notification will appear in the feed once a recipient completes a Slate.
Save completed Slates to Google Drive with this Bot. You can use My Drive or one of the shared drives you have access to.
Now you can type, draw, upload or capture your signature and initials right there in your Profile before actually signing anything. Save several signatures and initials and select default ones to speed up the signing process.
Add your default signature by simply clicking on the signature field. If you haven't set a default signature yet, you’ll be asked to create one. You can use the one-click signature in every document type that supports the Signature field. Same goes for initials - now you can add them in just one click.
Get required addresses easier - use the Address widget with already set up fields. What’s more, check out Contact details and Personal information widgets - ready-to-use fields will save you time and effort when getting recipients’ information.
You asked, we listened. You now can select the additional size “One third” for the web form fields Checkbox and Radio button so that your web form is more compact when adding many Checkbox options or Radio button options.
Presenting new audio course — Business process mapping. Familiarize yourself with business process mapping, the benefits it delivers to workflows, and how to implement it into your business processes.
We have updated the ability to create groups of team members. Now you can create group Flows, and use brand new filters to manage the team members of your Workspace.
GroupsTeam members can now be gathered into role-based groups. Each group may have an Admin, Auditor, and other members. Groups allow for adding a group of specific team members to a Flow.
Group FlowsYou can now send documents with airSlate using your Outlook email account. First, go to the Step settings when creating a Flow and assign a Step to the integration contact. Then, select Outlook from the list of integrations and connect your Microsoft account to airSlate. When you send a Slate, the recipients added to this Step will receive an email sent from MS Outlook, not airSlate.
FiltersYou can now filter your team members by status, role, or group.
We’ve added a setting to allow you manage the navigation of your fillable fields. Now you can choose a suitable mode in which the fields will be shown - all fields one by one, required fields before optional ones, or only required fields.
The Workspace Owner and Supervisor roles are now always reflected as Flow admins in Flow Access settings. Even if you’ve created a Flow, you can now leave it without transferring your rights to someone else - the Workspace Owner or Supervisor will become the admin instead of you.
Not sure how to create Slates or confused about their purpose? Watch easy-to-understand video instructions and learn what Slates are and how to work with them. The guide appears on the All Slates page when it doesn’t contain any Slates.
Unified Academy: Find everything you need to digitally transform your business in one place: workflow automation, document management, and eSignature courses.
New video course: BMP essentials:Familiarize yourself with the evolution of BPM, its benefits, reveal how SMBs can make the most of it, and get valuable insights for choosing the right solution for your business.
Industry-focused learning plans: We've created learning plans to reveal the ins and outs of the airSlate platform and demonstrate how to build automated workflows for the most popular industries.
- Workflow Automation for HealthcareStay with us, and stay tuned.
You asked, we listened. Now you can set limits for the Date field so that only specific days are available for recipients to select when filling out a form.
Data entered by recipients into the Phone field will be validated for digits amount. So now if the Phone field with National format is required, it must contain the set amount of digits to be considered valid and properly filled. In addition, when using the Custom format of Phone field, you’ll be able to set the limit of digits in the phone number yourself.
You can now send documents with airSlate using your Outlook email account. First, go to the Step settings when creating a Flow and assign a Step to the integration contact. Then, select Outlook from the list of integrations and connect your Microsoft account to airSlate. When you send a Slate, the recipients added to this Step will receive an email sent from MS Outlook, not airSlate.
Simplify your DocuSign to airSlate migration process with our new Bot. Use the Pre-fill fields from DocuSign Bot to pre-fill document fields with information from the DocuSign Envelope.
With our new Bot, you can automate notifying your Cisco Webex teammates when a Slate has been completed. It’s now easier to make sure no one misses a document.
Notify via MS Outlook upon Slate Completion BotUse this Bot if you want to notify your recipients via MS Outlook every time a Slate is completed. Just install the Bot and configure it to get started.
Notify via Gmail upon Slate Completion BotUse this Bot if you want to notify your recipients via Gmail every time a Slate is completed. Just install the Bot and configure it to get started.
Stay with us, and stay tuned.
Once you add a connection, you can check how many Flow Admins can’t access it. Manage access to this connection by clicking the Share connection button.
Flow documents validation will help to make sure every field contains valid data and every required field is filled in. Here’s what’s new:
- Recipients can fill out the documents one by one. Every field in a document must contain valid data and every required field must be filled out before you proceed to the next document.Now you can set up the same condition for different fields instead of creating a separate condition for every field - save yourself a bit of time and efforts.
The message we added lets you know if a field is used in web form conditions. Now when you edit the form template, you already know which fields take part in form conditions and have quicker access to those conditions.
You asked, we listened. You now have bigger amount of options to pre-fill in web forms' dropdown fields. Pre-fill up to 5000 options.
We’ve added a setting allowing you to hide or show authentication details in Authentication form. Enable it to show recipients an additional screen with the data they entered during authentication.
We’ve made searching for Bots even easier! Check out new Bot categories and find the Bot you need in seconds.
Slate status will help you see and track the status of every step for the Slates you send out. With this feature you can:
- View and track the status of every step.Start using the airSlate Document Creator to organize your data into error-free documents and reduce paperwork.
Web FormsLearn how to work with dynamic airSlate web forms. Create any form or survey in seconds, and collect information from recipients with ease.
Contract negotiationDiscover how to streamline contract lifecycles by automating every step of the contract negotiation process, from making suggestions and edits to signing and archiving contracts.
Your recipients will receive a notification when you send a Slate to fill out. Click ‘Personal Message’ to create your own message or just use the default message text.
Change the order in which Steps in your Workflow run. Now you can jump over or between Steps or go back to previous ones. Jumps are super handy for collaborating with your team and exchanging documents between recipients. Just specify the next Step to run and set the jump conditions.
Audit Trail Bot — Add Custom Event to Audit Trail
Calculate Formulas Bot — Make Calculations in Slate
Change Editor Mode Bot — Enable Editing Features
Email Notification Postfinish Bot — Email upon Slate Completion
Email Notification Bot — Email upon Slate Opening
Forbid Discard Revision Bot — Forbid Discarding Changes
Forbid Save as Draft Bot — Forbid Saving as Draft
Forbid Decline Slate Bot — Forbid Declining Revision
Lock the Slate Bot — Lock Slate Editing
Pre-fill Document Bot — Pre-fill from Doc to Doc
Roles Reminder Bot — Remind Step to Complete Slate
Reminder Bot — Send Custom Reminder
Rename Attachment Files Bot — Rename Slate Attachments
Set Access Expiration Bot — Set Expiration of Step Assignment
Text Message Notification Postfinish Bot — Send SMS upon Slate Completion
Text Message Notification Bot — Send SMS upon Slate Opening
Unassign Role Bot — Revoke Access to Step
Webhook Postfinish Bot — Send Webhook upon Slate Completion
Webhook Bot — Send Webhook upon Slate Opening
Note: The next update is only available to users with access to the drag-and-drop Flow Creator. If you'd like to try it out, please contact our support team.
Flow Start. We streamlined the process of automatic Slates creation for the latest drag-and-drop Flow Creator update. To select how to create new Slates, click on the gear icon next to Flow Start at the top of the Workflow process. Here you'll find a list of start methods: manual and automatic.
To help you create Slates automatically, we've added the following methods:
- Scheduled Start. Schedule automatic creation of Slates by choosing a start date, time, and the number of repeats.
- From another Flow. Set conditions for creating Slates pre-filled from another Flow.
- Google Sheets Update. Create a pre-filled Slate every time a row in Google Sheets is added or updated.
- Office 365 Excel Update. Create a pre-filled Slate every time a row in Office 365 Excel is added or updated.
- From External Event. Set conditions for creating Slates pre-filled from an external service.
You can also create Slates from Salesforce, Microsoft Dynamics, and NetSuite records based on the set conditions. Just select a CRM system and follow the on-screen instructions to configure the integration.
Now you can set up the following Bots to run on a precise schedule. Please keep in mind that it's an additional feature to the ones you have now.
- Create Slate Bot - Schedule when a Flow starts: select the month, day, and time when a Flow should start and decide how many times a Slate will be created.
- Auto Create Revision Bot - Schedule when a Slate is created: select the month, day, and time when a Slate should be created and decide how many times a Slate will be created.
- Create Slate Reminder Bot - Schedule when reminders to create a Slate are sent: select the month, day, and time when a reminder should be sent and decide how many times the reminder will be sent.
- Roles Reminder Bot - Schedule when a reminder for a specific role is sent: select the month, day, and time when a reminder should be sent and decide how many times the reminder will be sent.
- Remove Slate Bot - Schedule when a Slate is removed: select the month, day, and time when a Slate should be removed and decide how many times a Slate will be removed.
