airSlate Client Workspace Setup (Onboarding)

airSlate Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace in the airSlate admin panel

   Log in to the airSlate admin panel and navigate to the Workspaces section. Click 'Create Workspace' and name it after the client. Configure team access by adding client staff as members with appropriate roles (Admin, Editor, Viewer).

2. 02

   Configure security settings for the workspace

   In the workspace settings, enable two-factor authentication for all members. Set up session timeout policies and define IP allowlisting if the client requires it. Ensure that document storage complies with the client's data retention requirements.

3. 03

   Connect client CRM integrations

   Go to the Integrations tab within the workspace. Select the client's CRM (Salesforce, HubSpot, Pipedrive, or Microsoft 365) and follow the OAuth flow to authorize access. Map the necessary objects (e.g., contacts, deals) to airSlate fields for document generation.

4. 04

   Set up API credentials and webhooks

   In the API section, generate an API token for the workspace. Configure webhooks to send events (e.g., document signed, workflow completed) to the client's internal systems. Test the connection using a sample payload.

5. 05

   Create document templates from client forms

   Upload the client's existing forms (PDF, DOCX) to the Templates library. Use the pdfFiller editor to add fillable fields, signature tags, and conditional logic. Save templates with clear naming conventions (e.g., 'ClientName_Contract_v1').

6. 06

   Build a pilot workflow using altaFlow

   Navigate to the Workflows section and create a new flow. Select a trigger (e.g., new deal in CRM) and add steps: generate document from template, route for approval, collect eSignature via SignNow, and sync data back to CRM. Test with sample data.

7. 07

   Assign credits and monitor usage

   Review the workspace's credit allocation (e.g., 10,000 credits per year on the Growth plan). Set up alerts for credit consumption in the Billing section. Ensure the client understands how credits are consumed per workflow run.

8. 08

   Document the setup and train client staff

   Create a handoff document listing all configured workflows, integrations, and admin contacts. Schedule a training session to walk client staff through submitting documents, tracking approvals, and managing eSignatures. Provide access to the airSlate support portal.