Revoke Access to Step Bot

Revoke Access to Step Bot

Remove access to the step once a document revision has been finalized using the Revoke Access to Step Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Revoke Access to Step Bot does
The Bot revokes access to the step you’ve specified based on the ‘if-this-then-that’ conditions you set.
When to use the Revoke Access to Step Bot
Install and configure the Bot to restrict access for specific users to contracts, sales invoices, and proposals when a revision is completed.
Export Custom Values to Revoke Access to Step Bot

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

Configure Bot settings
Select the role you want to revoke. After that, define what will trigger the Bot to act. These can be a specific date, document data, user roles, emails, or name. For example, select a document from a Flow and tell the Bot to revoke access to the step once all the fields in the document have been completed.
Note: To install and configure Bots, start by creating a workflow.
Get access to the step revoked
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Bot will revoke access to the step you’ve specified.
Revoke Access to Step Bot

Install the Revoke Access to Step Bot to automate your document workflows

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Automate the function Unassign Role Bot remove user from workflow

The Bot is applicable in any business or organization dealing with documents that require multiple signers. Those signers could be internal or external, it doesn’t matter the Bot will automate the workflow regardless.

Let’s consider the following advantages this Bot provides:

  • Advanced data protection
  • Eliminate human error
  • Improved and accelerated processes
  • Enhanced productivity
  • 24/7 operation

By configuring just one Bot to activate the remove a name from the list of user from workflow function, you save money and time. airSlate is a unique end-to-end platform, already equipped with tailored solutions for business process automation.

Set up automated procedures in three simple actions

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Personalize general options
Define what exactly your Revoke Access to Step Bot must do. Complete all the required fields to assure the proper completion of operations. Note: the ability to pick Bots activates after starting a new Flow and importing at least one file.
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Choose Bot activation conditions
Figure out triggers when your Bot should initialize. Define rules and connect activation circumstances with steps in samples and dates, or user credentials.
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Fill out Advanced settings
Use this block to set up more settings and streamline the getting of real information like block changes if something fails, etc., or leave the default parameters.