Conditional Document Bot
Streamline your work with documents while making the entire signing process smooth and straightforward. Hide specific documents from recipients until they meet the conditions you’ve set with the Conditional document Bot.Try automation, it’s free!
What the Bot does
The Bot makes hidden documents visible for recipients based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to make sure some documents in your workflows are only available for completion in certain cases.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Flows
- Used in 65 Workspaces
- Installed 312 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Conditional Document Bot. No coding required.
You can make the document visible again by choosing to show it by default
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 multiple conditions and tell the Bot to run when all or some of them are executed
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 Conditional Document Bot in action
Online Order Form Flow
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Travel Insurance Request Flow
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.
Informed Consent Flow Template
Use the Informed Consent Flow Template to automate data collection and accelerate business processes without hassle or coding skills.
Install the Conditional Document Bot to automate your document workflows
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