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Show Conditional Document

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Show Conditional Document

Show Conditional Document

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 Show Conditional Document Bot.

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 Templates
Used in 65 Workspaces
Installed 312 times in the last 30 days
99% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Show Conditional Document. 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.

View the Bots log or use tags to check if the Bot ran successfully

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

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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.

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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.

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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.