Set up the UiPath process for creating documents

Automatically create documents in airSlate by configuring the UiPath processes. See how to configure the airSlate activity for triggering these processes.

1. In your UiPath process, drag & drop the airSlate Application Scope activity onto the canvas.

Alternatively, click the plus icon. Then, select the airSlate activity from the list.

2. Once done, click on the airSlate Application Scope box. In the Properties panel that appears on the right, skip to the Authentication section. You will need to provide your airSlate password, login, and workspace name.

To do so, add the Get Credential activity to the Sequence box. Then, enter the asset name where your airSlate credentials have been saved.

To allow for your airSlate credentials to be located and automatically added in the password and username fields, you need to create variables for these fields. To do so, click on the fields you need and click Ctrl+K on your keyboard.

In the Set Variable field, enter a variable (password in the current example). Then, press Enter on your keyboard to save the variable. The created variable will automatically appear in the Variable tab.

Do the same for the username field.

Then, go back to the airSlate Application Scope. Select the environment by choosing USA or Australia from the list. This allows you to create processes connected to either US or Australian airSlate instances.

Proceed with entering your credentials. Enter any previously created variables into the corresponding fields. The airSlate workspace can be filled manually or copied and pasted from the airSlate workspace URL.

3. Once finished, drag & drop the Run airSlate Flow activity into the airSlate Activities box. Then, enter the Flow ID where documents will be created. Be sure to use quotes when entering a Flow ID.

Enter a record ID and entity name if needed.

That’s it! Your UiPath process has been properly set and you are ready to proceed to creating documents.

​