Manage Basic Information

Whatever workflow you have to handle, keep all of the complicated aspects to airSlate. Manage Basic Information and simply manage your collected data, track your document’s development, and transfer data between multiple platforms.

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Manage Basic Information and create easy-running workflows anyplace

Being unable to automate and arrange your online forms when you are on the go might be a real deal-breaker when selecting an automation solution. airSlate provides you with all of the instruments and features you require to make and manage, and store your forms in any convenient way. Manage Basic Information, edit, and fill out your forms easily anywhere, at any time.

airSlate offers you a smooth and intuitive way to build workflows of any complexity: manage your data across multiple platforms, connect with your business partners, and track your document’s progress. Choose from dozens of ready-made Templates that significantly improve your data collection tasks and their further storage and retrieval.

Why airSlate is the best solution to Manage Basic Information:

  • It’s a flexible and adaptable solution available on any device.
  • You can create any workflow you need with our intuitive no-code workflow builder.
  • We offer a vast selection of editing tools with a legally-binging esignature.
  • You can choose from hundreds of integration and automation Bots designed to help you alleviate your data management challenges.
  • We’ve built-in advanced analytical tools to track your productivity and improve planning.
  • We offer safe storage options and top-notch industry-leading standards of security.

Manage Basic Information and make even the most complex workflow a matter of a simple click. Get your free airSlate account to discover everything you can do with your documents whenever you want.

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Save an average of 8 hours per week with an automated Manage Basic Information workflow

Spend an average of 10 minutes to complete a Manage Basic Information document

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No-code automation, integrations, configuration and distribution of Manage Basic Information

  • Add additional fillable fields to Manage Basic Information

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  • Embed fillable Manage Basic Information in your website or distribute it via a public link

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  • Collect payments for Manage Basic Information

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  • Authenticate recipients for Manage Basic Information

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  • Request attachments for Manage Basic Information from recipients

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  • Integrate Manage Basic Information with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Manage Basic Information

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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type â…¡)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act

Check out the airSlate Academy

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A step-by-step guide on how to Pre-fill Manage Basic Information from Microsoft Dynamics

When your team is always executing numerous jobs in different programs, it becomes messy to Pre-fill Manage Basic Information from Microsoft Dynamics without the proper tools. You can improve that with airSlate. Our drag and drop form designer makes it simple to build and customize accurate documents. Plus, you may integrate with numerous systems of record to enable teams gather and distribute data more productively.

Refer to the instructions below to Pre-fill Manage Basic Information from Microsoft Dynamics:

  1. Log in to your airSlate account (utilize your Google/Facebook/Apple accounts if needed).
  2. Access a Workspace from the list or create a new one.
  3. Go to the Template Library from the Dashboard widgets.
  4. Find and attach a pre-built form template to your Template.
  5. Improve your document with fillable areas, make them conditional, visible, hidden, etc.
  6. Delegate fields to the particular roles and users.
  7. Integrate with one or numerous data sources and systems configuring Integration Bots.
  8. Add Automation Bots to set up notification messages, reminder alerts, and document routing.
  9. Save configurations and continue to publish your document.
Following that, send out the template to recipient emails, share it via a public hyperlink or QR code, or embed it in your app or on your website. Begin using dynamic online forms to collect data faster and update CRM records automatically. Automate routine operations with airSlate.