Set signature type Bot

The Set Signature Type Bot limits recipients to using a specified type of signature when certain conditions are met.
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What the Bot does
Sets a single signature type to be used when signing a specified Slate document.
When to use
Install the Set Signature Type Bot when you need to automate the signing process using a specified signing method. For example, the Bot can be used to automatically limit a recipient under the ‘Customer’ role to drawing their signature when signing a contract.
  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 71 Flows
  • Used in 23 Workspaces
  • Installed 512 times in the last 30 days
  • 98% success rate

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Get the Bot up and running in minutes. No coding required

Configure Bot settings
Select a document that you’d like to apply signature settings to. You can choose single or multiple documents.
Note: To install and configure Bots, start by creating a workflow.
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 a role and tell the Bot to apply signature settings to a document once a recipient under that role opens a document.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document securely signed
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, signature settings will be applied to the selected document.
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Install the Set signature type Bot
to automate your business interactions

Learn more in this Bot’s airSlate Academy course

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Set Signature Type Bot

Since digitalization offers more and more opportunities in almost all spheres of our lives, there are now several methods on how to set up an electronic signature:

  • Typing
  • Drawing
  • Uploading from your device

If a document in your Flow has specific requirements, you can choose the type of signature that must be inserted. The modified Bot conditions will only permit a single method of certification. For example, only typing or drawing mode may be enabled.

When you select the typing method, the person who signs the document must write his full name. The editor will automatically transform it to a handwritten font style. This signing method is convenient for people who prefer to use their names in cursive for certifying documents.

The drawing method means that a signer will need to create their unique signature using a mouse or a trackpad. By using this method, anyone can create an almost similar copy of their actual signature with descenders, flourishes, and other characteristics.

If all types above aren’t convenient, the easiest way is to upload a signature from a device. In this way, a person can create their signature on paper, then scan or take a photo of it, and then upload it from their device.

Each type of signature has advantages and disadvantages. Choose the most convenient methods for your customers. You can also agree with your partners on what signing method is suitable for all parties.

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