Share a document group link via REST API for Investment Banking
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Take advantage of airSlate’s robust API to share a document group link via REST API for Investment Banking
This tutorial takes you through the process of configuring your account, adding an organization, creating an access token, and configuring your first flow to share a document group link via for Investment Banking, so you can automate your document-driven operations with ease.
How to set up the option to share a document group link via REST API for Investment Banking:
- Set up an account and configure your organization settings. Register for a free account with airSlate. Go to the organization tab to add your company name and branding and consolidate management of our airSlate API across your company.
- Request an API token in your Dashboard. Use credentials retrieved from your Dashboard to gain an access token. If you need any help getting it, please read our API documentation or get in touch with our support reps.
- Add, and generate documents or dynamic forms. Use doc gen and form-creating capabilities to generate and revise web forms and dynamic data from external sources.
- Create a reusable template for repetitive flows. Use and configure a template to suit your unique company needs. Assign recipients to specific forms and determine their roles and execution order in your document endorsement transaction. Manage access permissions for each file group, ensuring only designated individuals can access them.
- Utilize your API call to share a document group link via REST API. Set up and automate a Flow (a copy of every document sent for completion). Manage and handle it from your application and CRM, or website.
- Prepare files to be sent for completion. Share your files with others by creating a shareable link through email or messenger. Recipients can utilize a link to open and certify, and execute the copies On top of that, your link can be built in into your website or app, allowing customers to gain access to and complete your files right from there.
As an option, you can also create a test mode account, your risk-free environment, to test the airSlate’s API features, such as the ability to share a document group link via REST API for Investment Banking and see it in action.
Try our API solution and boost the efficiency of your operations, decrease mistakes, and automate recurring tasks in your document-based workflows. Impress your users and partners with the ability to fill out and sign papers swiftly and precisely, optimizing time and resources.