Ensure a safe and seamless signing experience for your partners and teammates. Learn how to protect your electronic records and remove signatures and initials stored in a system using the Hide Signatures Bot.
About this course:
Feel free to choose whether to save signatures and initials after documents have been revised. Learn how to disable saving signature and initials field details when you don’t need them.
By the end of this course, you will be able to add the Hide Signatures Bot to your Flow and customize it according to your needs.
What does this course cover?
This course explains how to adapt and configure the Hide Signatures Bot to eliminate mistakes and protect personal information when signing documents. It guides users through the key configuration steps and demonstrates how the Hide Signatures Bot works in practice.
Why was this course made?
We created this course to demonstrate how to automatically hide signatures and initials so that users do not have to manually delete their personal information after each Revision.
Who can enroll?
Anyone can enroll in this course and we recommend doing so while getting to know airSlate better.
The materials for this course include:
- learning resources to help you set up the Hide Signatures Bot on your own.
- quiz to help you consolidate the knowledge you’ve gained.
What you will learn
|Certificate||A sharable achievement is included|
|Subject||The Hide Signatures Bot|
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Become an airSlate Partner
Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.
Tailor business meetings for simple closing with signature automation
eSignatures are a comprehensive solution when it comes to closing deals worldwide right from your laptop or smartphone. But there are still situations when a face-to-face meeting is required. So, the question arises about how eSignature can benefit you and your business in a blended work environment.
Just about every eSignature, including automated signatures are considered legally valid and optimal for business operations. With automation, it doesn’t matter what your operations revolve around; whether it’s closing a deal or getting petitions signed.
- Time-saving. Digital signature automation eliminates unnecessary steps. You don't have to print your document, look for a pen, or physically deliver the document to the recipient. Sign and get documents signed in clicks.
- Cost-effective. No extra payment for overnight delivery or rework for errors that made it past proofreading. Close more deals with fewer expenses.
- Customizable. The main advantage of automated signature technology is complete flexibility. Comprehensive settings are adjustable according to your process. Learn how to hide signatures in a PDF.
- Manageable. Proper data storage is the key to a company's successful development. By using an eSignature solution, you can easily manage business online: export and import documents and track changes via audit trails.
These advantages help eSignatures replace paper-based workflows. Leave scanning and printing behind and transform your approach to meetings and negotiation.
How does signature automation work?
Can multiple people sign a document from one device? Yes, but first of all, you should think about safety. Typically, eSignature solutions apply an automated signature generator to help users save time. This way, signers don't need to re-sign each time; they can simply click the field and fill out the document. As convenient as this method is, if multiple people use the same account, it can disclose personal information. Consequences are a threat to your reputation and the reputation of your partners, to put it mildly, so you need to make sure that your solution doesn't keep any personal data as a template.
Some programs allow you to get rid of the automatic saving of information. Other platforms allow you to customize these features to suit your needs, including minor nuances. The second option includes airSlate. This all-in-one platform has something called the Hide Signature Bot to manage signing processes seamlessly.
How to hide signatures in a PDF
The Hide Signature Bot is a robotic software that uses an "if-this-then-that" algorithm to set actions to run without human assistance automatically. The Bot is activated as soon as you start your Flow, and if the conditions are met, the Bot provides the expected result. You only need to configure the software once, and then it runs 24/7 or until you turn it off. You can configure the Bot to act differently or delete it if your requirements change.
Create a new workflow or use one of the existing ones. Then, edit documents by adding fields and information. Plus, you can additionally configure the signature field to get a specific type of eSignature. Proceed to Bot configuration to complete the last step. Having set the necessary conditions and triggers, apply the setup and start the Flow. Your partners, colleagues, and you can sign the forms in the Flow in person and no initials will be saved as a default. At the same time, in other Flows and Workspaces for which you have not installed this Bot, nothing will change, and you will be able to use your eSignature in clicks as usual.
airSlate allows you to add as many Bots as you need to automate every step of a process. Plus, you don't need programming skills because you can set up all actions without coding. If you want to learn more about no-code automation and automated signature, enroll in the courses at the airSlate Academy.
Questions & answers
There is such a way and it’s even easier than you think. By using the Hide Signatures Bot, you can easily hide previously used templates. The Bot’s primary purpose is to protect privacy and prevent fraud by eliminating the possibility of a signer using another signer’s eSignature in situations where multiple users are using the same device to execute a document of any kind, whether it’s a form or contract.
eSignature automation allows you to route documents between recipients. Just assign roles to fillable fields via airSlate. Recipients assigned to certain fields will be able to fill out your form according to the order you set. In addition, you can customize fields for signing and install Bots for more complex Flows.
airSlate provides all the necessary tools you need to create a workflow that completely satisfies your requirements. Therefore, if you want to hide eSignatures in your PDF, use the corresponding Bot. Once you set up your Flow, signers will not be able to use the eSignatures used by the previous signers.
Let’s make it clear that the “Signature” feature found in most emailing platforms is not considered a valid stamp that represents your identity or your intention to sign anything for business or personal reasons. It’s typically located at the bottom of an email’s body and is more like a digital business card. If you use Gmail, you can add a business card in the Settings section. Include whatever information you’d like recipients to see. It can be your contact information such as a phone number or links to your social media and website.
If you've already prepared your automated email signature, but it still doesn't pop up in your messages, then perhaps you simply didn't enable it. To enable it, go to Settings, uncheck the No Signature box and check your option. Send a test email to make sure the new settings are saved.
Most likely, it will. In any case, eSignatures are already quite popular for doing business. So in the future, eSignatures will be used even more often than handwritten ones. But it’s unlikely that a handwritten autograph will ever lose legal standing. So, by all means, keep using your wet signature. Keep in mind that as more and more businesses digitize their document workflows, you’ll run into issues with people not wanting your hard copy, and instead, ask for your eSignature.
eSignature automation is complete control. With eSignature automation, you can hide the saved templates of previous signers who've used the same device. You can also choose whether signers should use cursive, type their name, or upload a scanned copy of their handwritten form. The settings are so flexible that you can adapt them for individual recipients or for everyone as a whole.
No, an eSignature can be almost anything. Depending on the software you’re using, recipients can choose the type of eSignature that’s most suitable for them. You can set additional requirements if you want. For example, make your clients draw their names instead of typing them.
Of course, you can. airSlate automatically saves your eSignature so that you can sign any document in one click. Besides, it's easy to disable this feature using the Hide Signatures Bot. This method comes in handy when you and your teammates are working on the same PDF on the same device.
Yes, you shouldn't sign with someone else's name unless you have official administrative permission. In addition, forging someone's stamp on a property or money transfer document can lead to criminal liability. Many people want to save time and use someone else's template, but you better not. When you create a workflow in airSlate, knowing that it’ll be used during face-to-face meetings, take a couple of minutes and connect the Bot that prevents signers from seeing and using someone else’s eSignature. It’s called the Hide Signatures Bot.