Set Signature Type Bot

The Set Signature Type Bot requires a specific type of signature to be added to a document. This Bot limits recipients to the signing method you've specified for a signature field.

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  • Used in 71 Flows
  • Used in 23 Workspaces
  • Installed 512 times in the last 30 days
  • 98% success rate

The Set Signature Type Bot requires a specific type of signature to be added to a document. This Bot limits recipients to the signing method you've specified for a signature field.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Set up the Set Signature Type Bot to ensure your documents are signed using the specified signing method
What the Bot does Limits recipients to only one type of signature to be used when signing documents
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: When the recipient under the Signer 1 role opens a Slate, only the selected signing method will be available.

Commonly used conditions when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When a specific Slate revision is created
  • When a signature field in a document is empty

Requirements

To install the Set Signature Type Bot, begin by setting up a Flow

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Install the Set Signature Type Bot to automate workflows

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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