Set Expiration of Step Assignment Bot

Set Expiration of Step Assignment Bot

Adjust access rights for your documents to guarantee timely completion. Automatically withdraw document access based on your established schedule or after a defined duration with the Set Expiration of Step Assignment Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Set Expiration of Step Assignment Bot does
The Bot revokes access to documents shared after a certain time period or according to a schedule.
When to use the Set Expiration of Step Assignment Bot
Install and configure the Bot to control the access to documents in your business processes and restrict access if needed.
Export Custom Values to Set Expiration of Step Assignment Bot

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

Configure settings and conditions for when the Bot should run
Define when the Bot will act and what will trigger it. Start by choosing the Step for when document access should be revoked. Then, set a time delay or create a schedule to revoke access on an exact date. If necessary, provide additional conditions such as a specific date, document data, recipient email, and more.
Note: To install and configure Bots, start by creating a workflow.
Get your Flow’s access revoked
Once the Bot is configured, access to your Flow will expire based on the time settings and conditions you’ve set.
Set Expiration of Step Assignment Bot

Install the Set Expiration of Step Assignment Bot to automate your document workflows

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Set up automated procedures in three simple steps

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Modify general configurations
Define exactly what your Set Expiration of Step Assignment Bot should do. Complete all the required fields to assure the proper completing tasks. Note: the ability to choose Bots appears only after creating a new Flow and uploading at least one form.
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Choose Bot activation situations
Determine scenarios for when your Bot should “wake up”. Define rules and connect activation conditions with actions in samples and schedules, or user data.
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Fill out Advanced settings
Complete this part to choose more settings and streamline the locating of data like block revisions if something works incorrectly, etc., or keep the default parameters.