Uploaded Files Integration Bots
Streamline your work in Uploaded Files with airSlate integration Bots. Connect to your Uploaded Files account to automate your routine tasks and ensure the most accurate use of your data.
Select the Uploaded Files Bot that best suits your needs.
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How to pre-fill documents automatically
Data entry is one of the most tedious and error-prone
administrative tasks you may have to deal with today. Luckily, you can make things easier with the
help of modern automation tools that you don’t need to code or install as complex and expensive
software.
airSlate no-code automation solutions can generate pre-filled documents on the go, speeding up the process of filling out documents while saving on employee hours and company resources. Learn how airSlate Bots can help you streamline your document workflows.
airSlate no-code automation solutions can generate pre-filled documents on the go, speeding up the process of filling out documents while saving on employee hours and company resources. Learn how airSlate Bots can help you streamline your document workflows.
How to pre-fill a document from a CSV file
Using the Pre-fill from CSV file Bot, you can automatically
pre-fill your documents with data from CSV files. This Bot will transfer data from a CSV file to
contracts, sales invoices, and other documents, saving time and eliminating errors. The setup
process is simple and quick — you just select a CVS file and specify conditions for when to fill out
the document.
Match CSV columns with fillable fields in your document to ensure accurate data transfer. You can also specify conditions that will trigger your Bot. Once these conditions are met, the Bot will populate your document’s fields with data from the columns corresponding to the file's row.
Match CSV columns with fillable fields in your document to ensure accurate data transfer. You can also specify conditions that will trigger your Bot. Once these conditions are met, the Bot will populate your document’s fields with data from the columns corresponding to the file's row.
How to pre-fill dropdowns from a CSV file
The Pre-fill
Dropdowns from CSV File Bot allows you to
automatically transfer data from a CSV file specifically to dropdown fields in your document. You
will save time previously spent on copy-pasting while ensuring quick and accurate data transfer to
your documents.
To populate dropdown fields with this Bot, you will need to upload a CSV file and match your
document’s dropdown with your intended columns in the uploaded CSV file. Specify your Bot execution
conditions if needed. If you skip this step, the Bot will act upon the following revision.
How to pre-fill a document with custom data
Use the Pre-fill with Custom Data
Bot to automatically populate
your document with custom text. You can add custom text or use a Data variable to populate the field
with text from another field or document. Set one or more conditions that will trigger Bot
activation. When your document meets specified conditions and its recipient opens it, the fields you
have set up will already be pre-filled with custom data. The recipient will only need to fill out
any remaining empty fields and click the Complete button.
How to pre-fill a document with data from another document
The Pre-fill from Doc to Doc
Bot is an excellent tool for
automatically transferring data from one document to another. Install the Bot, select your
documents, and match fields in the source and destination files for accurate data transfer. You
should also choose whether you want empty values to be filled in selected fields. Open a Flow, set
up your Bot, and have data transferred from one file to another in no time.
How to pre-fill a document with data from a spreadsheet
The Pre-fill from Excel
Spreadsheet Bot will help you transfer data
from a spreadsheet directly to your document. It can populate different fields with such input as
text, numbers, dates, dropdowns, radio buttons, and checkboxes. Upload a spreadsheet, match and map
Excel columns to the document fields, and have your data transferred at the flick of a switch. The
few minutes you spend configuring the Bot can save you tons of time in the future.
How to pre-fill dropdowns from a spreadsheet
Similar to the Pre-fill from Excel
Spreadsheet Bot, the
Pre-fill
Dropdowns from Excel Spreadsheet Bot can facilitate data transfer from an Excel spreadsheet.
However, it only helps you pre-fill dropdown fields rather than regular text fields. The Bot
populates specified fields in a document with data from selected rows of an Excel spreadsheet. The
setup process is similar to other Bots and takes minutes to complete.
Who can use the uploaded files integration Bots?
This group of airSlate no-code Bots is extremely helpful for
managing Flows that require a lot of data input. They come in handy when generating documents for
accounting, HR, sales, and other departments. Instead of entering text manually, you can
automatically pre-fill selected fields with data from existing documents or customize text that will
be used to pre-fill your document exactly when it’s needed.
How do I set up an airSlate Bot?
If you need more detailed information about one of the Bots from
this category, its setup, and functionality, refer to the airSlate Academy. The Academy offers
multiple specialized courses on business process automation and courses dedicated to specific
airSlate Bots. Each class contains a detailed step-by-step guide on Bot implementation. Subscribe to
the Academy and learn how to automate your business processes with airSlate’s no-code solution.