Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Show Conditional Document does
The Bot makes hidden documents visible for recipients based on the ‘if-this-then-that’ conditions you set.
When to use the Show Conditional Document
Install and configure the Bot to make sure some documents in your workflows are only available for completion in certain cases.
Export Custom Values to Show Conditional Document
Get your automated workflows up and running in minutes. No coding required.
Choose documents that will be made conditional and configure Bot settings
Go to the Flow you need and on the Template tab, choose the documents you want to make conditional. Then, in Bot settings, pick one or several of these documents to define conditions for them.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to act when these fields have been filled out.
Make documents visible for recipients automatically
Once the Bot is configured, share your documents with anyone who needs to sign and complete them. The selected documents will be automatically made visible to recipients if the conditions you’ve set are met.
Try pre-built workflows to experience the Show Conditional Document in action
Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Travel Insurance Request
The Travel Insurance Request Flow is used by industry professionals to automate the process of collecting documents, allowing insurance professionals to quickly gather data from multiple sources.
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Informed Consent
Use the Informed Consent Flow Template to automate data collection and accelerate business processes without hassle or coding skills.
Learn more
Marketing Consulting Proposal
The Marketing Consulting Proposal Flow Template is used by sales departments to save time and increase productivity by automating proposal-related processes.
Learn more
Other Bots often used with the Show Conditional Document
Configure programmed processes in three simple steps
Personalize general settings
Define what exactly your Show Conditional Document Bot should do. Complete all needed fields to ensure the appropriate completion of operations.
Be aware: the ability to choose Bots appears only after starting a new Flow and uploading at least one form.
Choose Bot activation conditions
Determine conditions for when your Bot need to “wake up”. Set up rules and connect activation circumstances with steps in forms and schedules, or user credentials.
Fill out Advanced settings
Use this block to choose more settings and simplify the getting of real information like block revisions if something goes wrong, etc., or leave the default parameters.
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