Forbid save as draft Bot
Customize every part of your workflow. Send documents for completion and automatically hide the Save as Draft button from the recipients in the editor for business cases that require it.Try automation, it’s free!
What the Bot does
Install and configure the Bot if you don’t want to allow recipients to save unfinished documents that they can complete at a later time.
When to use
The Bot hides the Save as Draft button from recipients based on the ‘if-this-then-that’ conditions you set.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 75 Flows
- Used in 64 Workspaces
- Installed 352 times in the last 30 days
- 98% success rate
Get the Bot up and running in minutes. No coding required
Set conditions to tell the Bot when to hide the button
Configure Bot settings
Choose to disable saving documents as a draft and define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select recipients and tell the Bot to hide the Save as Draft button when they open 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 Save as Draft button hidden
Once the Bot is configured, recipients won’t be able to save their document revisions as a draft.
Try pre-built workflows to experience the Forbid save as draft Bot in action
Asset Purchase Flow
The Asset Purchase Flow is used by accounting departments to automate employee requests for purchasing assets and finalizing any terms and conditions related to a purchase.
Customer Enquiry Flow
The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.
Travel Reimbursement Flow
The Travel Reimbursement Flow is used by accounting departments to automate employee travel reimbursement requests.
Install the Forbid save as draft Bot to automate your business interactions
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