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Forbid Discarding Changes Bot

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Forbid Discarding Changes Bot

Forbid Discarding Changes Bot

Easily adjust any aspect of your processes. Send documents for completing and automatically hide the Discard Revision button in the editor after set conditions are met.

What the 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

Install and configure the Bot to prevent recipients from discarding their changes during the first revision.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 83 Templates
Used in 65 Workspaces
Installed 352 times in the last 30 days
97% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Forbid Discarding Changes Bot. No coding required.

Set conditions to tell the Bot when to discard a revision

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.

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

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.

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Sales Quotation

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.

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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.

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Marketing Campaign

A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns.

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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.