This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
Hide signatures and initials to ensure privacy during signing sessions. When multiple users work on the same document within the same account, individuals won't see or select signatures made by others.
How to set up
When the bot works by default:
The Hide signatures bot activates once a recipient opens the document. To add the bot to your workflow, click All bots in the diagram.
On the All bots page, click Add bot.
Search for the bot you need by category or using the search bar. Then, install the bot to your workflow by clicking Install bot.
Action settings
Select the document where you want to hide signatures from the dropdown.
Click Select fields to open the list of available Signature fields. Check the Signature fields you need and click Select.
In the settings, selected fields will be designated as ‘Hidden’. To add more fields, click Select fields once again and repeat the process. To add fields from another document, click Select another document and repeat the process. Once ready, click Continue to proceed.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.