This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Select how you want your documents to be signed by setting default signature types.
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 from the dropdown for which you want to set the signature type.
Click Select fields to open the list of available Signature fields. Check the Signature fields you need and click Select.
Select the signature type for each field from the dropdown. You can set different signature types for different fields.
To add more fields, click Add signature field 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.