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Set signature type Bot

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Set signature type Bot

Name: Set signature type Bot
Brand: airSlate
Rating: 4.0 (93 reviews)

Increase your document’s security and ensure the authenticity of signatures. Limit recipients to using a specific type of signature with the Set signature type Bot.

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What the Bot does

The Bot limits the signature types in a document based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to ask your recipients to sign contracts, sales invoices, or other documents with the type of signature you’ve specified.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 71 Templates
Used in 23 Workspaces
Installed 512 times in the last 30 days
98% success rate

4.0 out of 5

(93 votes)

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Get your automated workflows up and running in minutes with the Set signature type Bot. No coding required.

Map each signature field with the required signature type

Configure Bot settings

First, choose your document from a workflow, select the signature fields, and limit them to a particular signature type. Apply signature settings to all signature fields in the document or pick a specific signature type for each field.

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. For example, select a user role and tell the Bot to act when the recipient under this role opens the document.

View the Bots log or use tags to check if the Bot ran successfully

Get your document 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, your signature settings will be applied to the selected document.

Try pre-built workflows to experience the Set signature type Bot in action

Contract Management

The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.

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Requesting IT Access

Get full control of IT access with airSlate. Experience how simple an automated process for collecting requests for resolving IT tasks can be.

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Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

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Sales Contract / NDA Approval

The Sales Contract / NDA Approval Flow is used by sales departments to automate contract management processes and speed up customer data collection.

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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.