Share a document group link with REST API for Accountants
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Take advantage of airSlate’s powerful API to share a document group link with REST API for Accountants
This guideline walks you through the process of setting up your account, adding an organization, creating an access token, and configuring your first flow to share a document group link with for Accountants, so you can automate your document-based processes with ease.
How to set up the option to share a document group link with REST API for Accountants:
- Create an account and manage your workspace settings. Register for a free account with airSlate. Go to the entity tab to add your organization name and branding and unify management of our airSlate API across your organization.
- Request an API token in your Dashboard. Use credentials located in your Dashboard to get an access token. If you require any help getting it, please use our API documentation or send your request to our support representatives.
- Add, and generate documents or interactive forms. Take advantage of doc gen and form-building features to create and revise HTML forms and interactive data from external sources.
- Generate a reusable template for recurring flows. Use and set up a template to fit your specific business needs. Designate recipients to particular documents and define their roles and completion order in your paperwork approval transaction. Set access permissions for each file group, ensuring only designated parties can access them.
- Utilize your API call to share a document group link with REST API. Create and streamline a Flow (a copy of every document sent for completion). Run and handle it from your app and CRM, or website.
- Prepare documents to be sent for completion. Share your documents with others by creating a shareable link via email or messenger. Recipients can use a link to open and certify, and complete the copies In addition, your link can be built in into your website or app, enabling customers to access and complete your papers right from there.
As an alternative, you can also create a test mode account, your risk-free environment, to experiment with the airSlate’s API functionality, including the ability to share a document group link with REST API for Accountants and see it in action.
Try our API solution and boost the productivity of your processes, decrease mistakes, and streamline recurring activities in your document-based workflows. Impress your users and partners with the option to fill out and sign papers swiftly and precisely, saving time and resources.