Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Enable Editing Tools does
The Bot enables or disables the editing tools you’ve specified for your recipients based on the ‘if-this-then-that’ conditions you set.
When to use the Enable Editing Tools
Install and configure the Bot while collaborating on a document. Grant access to specific editor features to recipients under specific steps, according to your schedule or filled-in data.
Export Custom Values to Enable Editing Tools
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
Select editor features along with documents for which to make edits and check the Enable box to give access to the feature. Then define what will trigger the Bot to act. These can be a specific date, document data, user roles, an email, or a name. E.g., select the date and tell the Bot to grant editing access until this date.
Note: To install and configure Bots, start by creating a workflow.
Get the editing options you’ve specified available for recipients
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 recipient will be able to edit the document using the features you’ve specified.
Try pre-built workflows to experience the Enable Editing Tools 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.
Learn more
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Learn more
Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more
Press Release
The Press Release Flow is used by marketing departments to automate the approval of press-release workflows.
Learn more
Other Bots often used with the Enable Editing Tools
Set up automated processes in a few simple actions
Customize general settings
Outline exactly what your Enable Editing Tools Bot must do. Fill out all needed fields to ensure the correct finishing of tasks.
Take note: the ability to pick Bots is enabled after creating a new Flow and uploading at least one form.
Indicate Bot activation conditions
Determine conditions for when your Bot need to activate. Define rules and connect activation circumstances with steps in documents and dates, or user data.
Fill out Advanced settings
Complete this block to set up more settings and streamline the getting of real information like block revisions if something fails, etc., or keep the default parameters.
