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Set Expiration of Step Assignment Bot

Customize access permissions to your documents to ensure they are completed on time. Automatically revoke document access according to the schedule you’ve set or after a specific period of time using the Set Expiration of Step Assignment Bot.
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What the Bot does
The Bot revokes access to documents shared after a certain time period or according to a schedule.
When to use
Install and configure the Bot to control the access to documents in your business processes and restrict access if needed.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 68 Templates
  • Used in 53 Workspaces
  • Installed 423 times in the last 30 days
  • 98% success rate
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Get your automated workflows up and running in minutes with the Set Expiration of Step Assignment Bot. No coding required.

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

Learn more in this Bot’s airSlate Academy course

Learn more
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Set up automated procedures in three simple steps

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.

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.

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.
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