Explore the WorkFlow glossary to discover the most common terms you might encounter using our platform.
Autostart is like setting your document on autopilot. It sends documents automatically when specific conditions are met.
Bot is your helpful robot friend or digital assistant. It performs actions automatically based on specific conditions and triggers.
Branches let you split your workflow into different paths based on the conditions you set.
Document is a digital envelope filled with one or more files sent to different recipients based on their roles in a document workflow. It's like a package that holds everything related to a specific process. Sometimes we call them sends or workflow instances when referring to documents sent from a workflow. Also, there's a document as an electronic file managed and streamlined within airSlate for document automation and eSignature workflows.
Jump lets you skip ahead in a workflow or go back, creating loops under certain conditions.
Revision is a snapshot of a sent document after someone (or a bot) has worked on it.
Roles - a role is like a label someone wears when interacting with documents. It defines who can fill out, sign, or view certain documents (Manager, Employee, HR, etc.). Roles also serve another purpose. They define what your teammates can do within a workspace. There are six roles: Workspace Owner, Supervisor, Auditor, Creator, Filler, and Guest.
Step represents an action in a workflow performed by a person or a bot. Steps occur one after the other when the conditions are met.
Tags are labels for your documents, templates, and workflows. They help you find what you need quickly.
Teammates are your work buddies. They collaborate on team workflows and work on documents sent to them.
Template is a reusable document with pre-defined roles and fillable fields. Create it once and use it to send one packet of documents to different recipients every time you need it. You can even turn your template into a workflow to add automation magic.
Version is a specific configuration of a workflow. When you publish a new version, it automatically applies to every new document sent from that workflow. You can also revert to any previous version using the version history.
Workflow is your repeatable business process. You add fillable documents and forms, set up a step-by-step document journey, and then spice it up with automation using bots, autostarts, shareable links, and conditions. Whenever you change a published workflow, a new version is created.
Workspace is your digital command center. It's where you create, connect, and automate document workflows, collaborate with your team, and manage your work according to your role and permissions. Think of it as your online office space. It's best to have one workspace per organization. If you need to separate different parts of your company, you can use groups.