This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Automatically hide the Save as draft option for recipients in the Other Actions menu during the signing session.
Use case example: In a legal document signing workflow, where precision and completion are critical, the Forbid saving as draft bot is employed to enhance the signing process. The bot automatically hides the Save as draft option in the Other Actions menu for all recipients participating in the signing session. Recipients can only proceed with the signing process, eliminating the ability to save the document as a draft and ensuring a secure and completed document submission.
How to set up
When the bot works by default:
The Forbid saving as draft bot activates when a document is opened by a recipient.
Add the bot depending on your needs as described in this article. You may install this bot both in the step or using the All bots tab. Find the Forbid saving as draft bot in the list of bots and click Install bot.
Alternatively, the bot is also available as a part of the steps settings. All you need is to access the required step settings, go to the Advanced settings>Signing process, and check the Forbid recipient to save as draft option.
Action settings:
The option is enabled automatically. No actions are required from your side in this section.
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.