Upload document via API for Fundraising
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This tutorial takes you through the process of configuring your account, adding an organization, creating an access token, and configuring your first flow to upload document via for Fundraising, so you can automate your document-driven processes effortlessly.
How to configure the option to upload document via API for Fundraising:
- Set up an account and manage your workspace settings. Register for a free account with airSlate. Go to the organization tab to add your organization name and marketing assets and unify management of our airSlate API across your organization.
- Submit a request for an API token in your Dashboard. Use login details 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 members.
- Add, and create 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.
- Create a reusable template for repetitive flows. Use and set up a template to fit your unique business needs. Assign recipients to particular documents and define their roles and completion order in your document approval process. Manage access permissions for each file group, ensuring only authorized parties can access them.
- Utilize your API call to upload document via API. Set up and automate a Flow (a copy of every document sent for execution). Run and handle it from your app and CRM, or website.
- Prepare files to be sent for execution. Share your files with others by sending a shareable link through email or messenger. Recipients can use a link to open and certify, and complete the copies On top of that, your link can be embedded into your website or app, allowing users to access and complete your files directly from there.
As an alternative, you can also register for a test mode account, your safe environment, to test the airSlate’s API features, such as the option to upload document via API for Fundraising and see it in action.
Try our API solution and increase the productivity of your processes, reduce mistakes, and automate recurring activities in your document-based workflows. Make a positive impression on your clients and partners with the ability to complete documents swiftly and accurately, optimizing time and resources.