Reassign Step Bot

Reassign Step Bot

Ensure a smooth experience in your document processes. Enable additional individuals to finalize documents, preventing hold-ups and expediting approval times.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Reassign Step Bot does
The Bot reassigns document completion to another person after a set time delay or according to a schedule.
When to use the Reassign Step Bot
Install and configure the Bot when you need to ask other people to complete a document when the initial recipient failed to do so on time.
Export Custom Values to Reassign Step Bot

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

Configure Bot settings
Select the Step you want to reassign and choose the person you want to complete it. Provide their email address or select dynamic data from your document or workflow. Next, customize the message new assignees will receive and configure when the Step should be reassigned.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
If needed, define additional conditions that will trigger the Bot to act. These can be specific document data, user email, or name. E.g., tell the Bot to reassign the Step only if the initial recipient holds a particular position in the organization.
Get the Step automatically reassigned to another person
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Step will be reassigned to the person you’ve specified.
Reassign Step Bot

Install the Reassign Step Bot to automate your document workflows

Start for free

Configure automated processes in a few simple actions

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Modify general configurations
Define what exactly your Reassign Step Bot must do. Fill out all the required fields to make sure about the right completing tasks. Note: the ability to pick Bots is enabled only after creating a new Flow and uploading at least one file.
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Indicate Bot activation conditions
Identify triggers for when your Bot have to activate. Set up rules and connect activation circumstances with steps in files and dates, or user data.
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Customize Advanced settings
Utilize this block to choose additional settings and streamline the finding of knowledge like block changes if something goes wrong, etc., or leave the default parameters.