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Lock Documents Editing Bot

Provide a seamless experience within your document workflows. Configure Flows to lock automatically in order to prevent unwanted altering of contracts, invoices, and other documents.
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What the Bot does
The Bot locks a Flow’s editing access based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot when you need to lock a Flow for editing while leaving it open for viewing.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 42 Templates
  • Used in 24 Workspaces
  • Installed 477 times in the last 30 days
  • 100% success rate
Star Rating
3.3 out of 5
(84 votes)
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Get your automated workflows up and running in minutes with the Lock Documents Editing Bot. No coding required.

Add multiple conditions and tell the Bot to run when all or some of them are executed
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.
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View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Lock Documents Editing Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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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.

The Lock the Flow Bot

Document workflow automation gives any organization new opportunities to improve their business processes. Lots of companies deal with sensitive information that should be protected from unauthorized use and unwanted changes. This is where the Lock the Flow Bot will help you keep important documents secure.

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!