Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Forbid Saving as Draft 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 Forbid Saving as Draft Bot
The Bot hides the Save as Draft button from recipients based on the ‘if-this-then-that’ conditions you set.
Export Custom Values to Forbid Saving as Draft Bot
Get your automated workflows up and running in minutes. No coding required.
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.
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 Saving as Draft Bot in action
Asset Purchase
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.
Learn more
Customer Enquiry
The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.
Learn more
Travel Reimbursement
The Travel Reimbursement Flow is used by accounting departments to automate employee travel reimbursement requests.
Learn more
Patient Intake
The Patient Intake Flow is designed to help healthcare organizations speed up the patient intake process, reduce strain on administrative tasks, and improve patient care while maintaining the compliance and security of medical records.
Learn more
Other Bots often used with the Forbid Saving as Draft Bot
Set up automatic procedures in a few simple actions
Customize general settings
Outline what exactly your Forbid Saving as Draft Bot must do. Complete all the required fields to make sure about the appropriate completion of tasks.
Note: the ability to select Bots is enabled after creating a new Flow and importing a document.
Choose Bot activation conditions
Identify conditions for when your Bot have to initialize. Define rules and connect activation circumstances with actions in documents and dates, or user data.
Customize Advanced settings
Complete this block to choose additional settings and streamline the getting of data like block revisions if something fails, etc., or keep the standard parameters.
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