airSlate WorkFlow

We have participant Waivers and Agreements for our events that have to be signed. We will receive 100,000+ so also need to make portions of those forms easily accessible to staff to confirm every attendee has a signed form upon arrival. We use Google Integration to have portions of the form export to a google sheet which updates in real time (other platforms require you to perform a manual download). Using various formulas in google sheets, we're able to distribute the data to the correct staff member(s) so they aren't having to sort through every single row of data. It's a pretty savvy platform. A few things on my wishlist like being able to have conditional forms or by auto filling specific data by using an order number added to the web address.

While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually.

We use airSlate (and PDF Filler) in order to automate some of our paperwork processing for various departments within and outside of the Human Resources team.

Because of our success with and use of airSlate for personnel processing, we have assisted our finance department in implementing the use airSlate to automate their capital request and check request processes, as well as our counterparts in the County utilizing airSlate for their personnel processing.

I have already recommended this product to other departments within our organization and other people I know working in other administration roles where automation is sought after.

airSlate is great for one off forms, we have used it to automate our gym waiver to be signed off by HR, then sent to our badging team to provide access to the gym facilities to our employees. We do not need to use paper for this process anymore at all.

airSlate is great for requiring attached documents in order to process certain paperwork, meaning that paperwork cannot be submitted without the requested documents being provided. If we process a name change form, we need certain proof, so building the automation through airSlate means we should have a completed set of documents in order to process on our end.

Processing payments is great, we have a flow for our team Water Club and payment can be processed via credit card through the slate rather than trying to track people down for cash.

I wish there was a bot to include individualized documents with a slate before it was sent, the versioning helps, but is not ideal. For example, it is very easy to include a personalized offer letter and job description, dropping fields for signature and date when we send envelopes through DocuSign. It is not as easy to individualize a template within airSlate, so I wish there was a bot that would allow the same functionality of putting person specific documents into a template and adding signable fields prior to sending.

Since Covid has forced a lot of things to move online, airSlate has come in handy with making a lot of work flow virtually. The ability to have more than one signer and multiple steps has been very useful to the organization. airSlate is used for things that require only one person, to forms that are used by hundreds or even thousands of employees at a time.

Well suited for forms that need to be signed by one or more people (ie multiple levels of managers). Great to keep all completed slates in one section so that you can find what was completed and where. It does get a bit tricky with routing when it's a bit of back and forth.

We installed airSlate a few months ago for the main use case of automatically sending documents to our volunteers, receiving them back, and having (some of) the data flow automatically into Salesforce. But we've already found a couple of other use cases: sending invoices to "customers" and using the permanent link feature to allow some of our stakeholders to send us certain information whenever they need to update it.

We have a group of users that send out a series of forms to potential volunteers. We were able to configure flow templates in airSlate that would send/not send a select group of documents based on data received from Salesforce. Once the documents are complete, some of the data flows back into Salesforce while the documents themselves are stored in Google Drive. From the users' standpoint, this has been seamless and wonderful.

Capture signatures on Treatment reviews/consents/release of information forms for virtual visit clients.

Obtaining signatures very quickly Getting required documents signed for clients that are seen virtually. If clients are sick, they can sign documents and still be seen virtually instead of them coming into the office.

We have used airSlate to automate much of our documentation that require multiple people to sign off on. We also utilize it to store information from documents in secure excel files. The scope right now is limited to current employees and some vendors we utilize. In the future we are hoping to add customer integration.

It is very well-suited for intra-office communication and automation of processes such as sign-off and document storage. It is not very well suited, at the moment, for customer interfacing. In order for this to be accomplished for us we would need some more specific integrations such as being alerted right away if something fails so we can reach out to our customers, as well as being more specific in how we can limit field answers (ie only values from a certain dictionary).

It's used for Contract signing and we are looking to use for other purposes also. We are pulling data from database, filling up our contracts and once completed storing all signed copy in our sharepoint. Plus, it also integrated with our CRM. All these have simplified our process and we are looking to use Airslate for other business process.

It's well suited for sending pdf and creating automation with database, CRM. Sending pdf document to customer and tracking their signed copy is tedious. It's a lot of step. With airslate, we have been able to improve this process.

Use it for trial reviews and consent. typically <50 people

best for complex workflows that need to be simplified and automated.

airSlate was an amazing piece of technology for our firm. We were looking for an automated way to create PDF reports and pull information out of Salesforce. airSlate answered all of those needs for us. We were able to find other uses for airSlate when we were looking for a new way to create web forms. We can now easily create webforms and have the information upload directly into Salesforce.

airSlate has been a great end-to-end tool for us. We use it to collect customer intake data. They can include personal information and upload documents to us. We then use it monthly to deliver financial reports back to clients. It syncs with our CRM (Salesforce) and automatically loads client information into the webform/reports and delivers them as necessary.

signature on applications

As this has been accepted as well as DocuSign, much easier to use than having to do a wet signature.

Would be great if there was an option to have as a secured page when sending