Follow the short step-by-step instructions below to get started:
1. Open your airSlate application and select Start. Then, select Design workflow.
This will allow you to to create repeatable business processes that include documents, complex routing, and automation (such as pre-filling, exporting etc.)
Note: The Send documents and Create template options are disabled for the spreadsheets.
2. The modal window for adding documents will open. Select Add documents to add your first document.
In the Add documents modal window, select Spreadsheet to create a new document from scratch.
To upload a spreadsheet document from your desktop, select Computer in the Upload from section.
A Spreadsheet document will then open in the online spreadsheet editor. You can name ranges and formulas here.
When finished, click Save
You can also:
temporarily hide a spreadsheet document (the document will be hidden until specific conditions are met)
download the original version of a spreadsheet document (along with edits made in the online editor)
rename a spreadsheet document
create a spreadsheet document copy
delete a spreadsheet document from the workflow
To do so, in the Documents and forms tab, click the three dots next to your spreadsheet document. Then, select the option you need.
To add another document, select Add document in the Document and forms tab.
