Spreadsheets via API
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Explore the best way to enable spreadsheets via API while enhancing efficiency and output
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Make the most of airSlate’s robust spreadsheets features available via our API
This guideline walks you through the process of setting up your account, creating an organization, generating an access token, and configuring your first flow to use spreadsheets functionality, so you can improve your document-based processes with ease.
How to configure the spreadsheets tools via API:
- Create an account and manage your workspace settings. Register for a free account with airSlate. Head to the entity tab to add your organization name and branding and consolidate management of our airSlate API across your organization.
- Request an API token in your Dashboard. Use login details retrieved from your Dashboard to get an access token. If you need any help acquiring it, please read our API documentation or contact our support reps.
- Add, and generate documents or interactive forms. Take advantage of doc gen and form-creating capabilities to generate and revise web forms and interactive data from external sources.
- Create a reusable template for repetitive flows. Use and set up a template to fit your unique company needs. Assign recipients to specific forms and define their roles and completion order in your document approval process. Set access permissions for each file group, ensuring only authorized individuals can access them.
- Utilize your API call to utilize spreadsheets functionality. 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 files to be sent for completion. Share your documents with others by creating a shareable link through email or messenger. Recipients can utilize a link to view and sign, and execute the copies On top of that, your link can be embedded into your website or app, allowing clients to access and complete your files directly from there.
As an alternative, you can also register for a test mode account, your risk-free environment, to test the airSlate’s API functionality, including the option to leverage the spreadsheets functionality and see it in action.
Try our API solution and boost the efficiency of your processes, decrease errors, and streamline recurring activities in your document-based workflows. Impress your clients and partners with the ability to complete documents quickly and precisely, optimizing time and efforts.