Lock Documents Editing Bot

Lock Documents Editing Bot

Ensure a smooth experience throughout your document processes. Set up Flows to automatically secure documents to avoid unauthorized modifications of agreements, invoices, and other paperwork.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Lock Documents Editing Bot does
The Bot locks a Flow’s editing access based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Lock Documents Editing Bot
Install and configure the Bot when you need to lock a Flow for editing while leaving it open for viewing.
Export Custom Values to Lock Documents Editing Bot

Get your automated workflows up and running in minutes. No coding required.

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 all fields and tell the Bot to lock a Flow each time every fillable field has been filled out.
Note: To install and configure Bots, start by creating a workflow.
Get the Flow locked automatically
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, each Flow will be locked to prevent recipients from altering documents.
Lock Documents Editing Bot

Install the Lock Documents Editing Bot to automate your document workflows

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The Lock the Flow Bot

Lock workspaces when you need to:

  • Ensure data security and prevent unnecessary changes
  • Get documents completed by the right people
  • Restrict access to documents

Once a document has been locked, it will be available for view-only access.

While setting up the Bot, you can add conditions for when the Bot will be triggered. It can be a specific date, recipient under a specific role or with a particular email or even changes to a document. Utilizing the Lock Documents Editing Bot gives you an opportunity to lock a workspace after the recipient(s) has/have signed the document. For example, you can enable workflow auto lock when all fillable fields in a document have been filled out.

With the help of airSlate Bots, you get entire document workflow automation. From document generation populated with data from a CRM or a database, to e-signature workflows and notifications. Try out airSlate automation for free!

Set up automatic operations in a few simple actions

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Customize general configurations
Determine exactly what your Lock Documents Editing Bot must do. Fill out all the required fields to ensure the appropriate completion of operations. Take note: the ability to choose Bots activates only after starting a new Flow and importing a document.
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Indicate Bot activation conditions
Identify conditions when your Bot have to activate. Set up rules and connect activation conditions with steps in samples and dates, or user credentials.
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Fill out Advanced settings
Use this block to set up more settings and streamline the locating of information like block alterations if something goes wrong, etc., or leave the standard parameters.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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