Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Forbid Discarding Changes Bot does
The Bot hides the Discard Revision button in the document editor based on the ‘if-this-then-that’ conditions you set.
When to use the Forbid Discarding Changes Bot
Install and configure the Bot to prevent recipients from discarding their changes during the first revision.
Export Custom Values to Forbid Discarding Changes Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
Start configuring the Bot by switching the toggle button. Then define what will trigger the Bot to act. These can be a specific date, document data, user roles, an email, or a name. E.g., select Role and tell the Bot to hide the Discard Revision button once the recipient under this Role opens the document.
Note: To install and configure Bots, start by creating a workflow.
Get the Discard Revision button hidden
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Whenever a recipient opens a Flow based on the conditions you’ve set, the Discard Revision button will be disabled.
Try pre-built workflows to experience the Forbid Discarding Changes Bot in action
Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns.
Learn more
Other Bots often used with the Forbid Discarding Changes Bot
Configure automated operations in a few simple steps
Modify general settings
Determine exactly what your Forbid Discarding Changes Bot should do. Fill out all needed fields to assure the appropriate completing tasks.
Take note: the ability to pick Bots activates after creating a new Flow and uploading a document.
Choose Bot activation circumstances
Determine conditions when your Bot must initialize. Set up rules and connect activation conditions with activities in forms and dates, or user credentials.
Fill out Advanced settings
Change options in this part to choose more configuration and streamline the finding of real information like block changes if something fails, etc., or leave the standard parameters.
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