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Self-paced
Hide Signatures New
2261 students
15 minutes
Are you able to secure the personal information of customers when sharing documents for signature? Discover how to ensure the proper level of data safety, security, and legal compliance for your document workflows.
About this course
This course explains how to ensure a safe and seamless signing experience for your recipients by applying the necessary data security measures. You’ll learn how to protect your documents and highly sensitive information from loss or unauthorized access.
By the end of this course, you'll be able to automatically remove stored signatures and initials for recipients filling out documents.
What’s included?
lessons to explain how to protect personal data when signing documents
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to protect customer information when signing documents
How to enhance security and data safety for your document workflows
How to simplify navigation through documents that have been signed
Who is this course for?
Anyone interested in ensuring better security and control over documents
Anyone looking to prevent security risks or personal data leaks
Those who want to advance their career with new skills
Start learning today
Sign now for free
Master skills in secure document signing with airSlate Academy course in signature hiding
eSignatures is a comprehensive solution for closing deals worldwide, right from your laptop, smartphone, or other internet-connected devices. The main question arises about how eSignature can benefit you and your business in a blended work environment. Let’s find out how you can additionally streamline and safeguard this process by hiding previously added electronic signatures when using the WorkFlow platform.
The benefits of electronic document signing
Electronic document signing is considered secure, legally valid, and optimal for business operations. With automation, it doesn’t matter what your operations revolve around, whether closing a deal or getting petitions signed.
- Time-saving. Automated eSigning eliminates unnecessary and burdensome steps. You don't have to scan and print your document, look for a pen, or physically deliver the document to the recipient. Sign and get documents signed in clicks.
- Cost-effective. No extra payment for overnight delivery or rework for errors that made it past proofreading. Close more deals with fewer expenses.
- Customizable. The main advantage of automated signature technology is its complete flexibility for documents. Comprehensive settings are adjustable according to your business process. Our online training will show you how to leverage signatures for documents in automated business processes that meet your current needs.
- Manageable. Proper and secure data storage is the key to a company's successful development. Using a suitable eSignature solution, you can easily manage business online: export and import documents and track changes via audit trails.
These advantages help electronic document signing replace paper-based workflows without hassles. Leave scanning and printing behind and transform your approach to meetings and negotiation.
How important is hiding signatures for document management?
Signatures serve as an authentication method for documents, ensuring their authenticity and integrity. Secure document signing is especially crucial for confidential paperwork, such as contracts, legal agreements, and financial records, which contain sensitive information and must be protected from unauthorized access. Today, when sensitive information can be easily accessed and used for cheating, hiding electronic signatures can be as crucial for secure document signing as properly creating them using professional and compliant tools.
Typically, electronic document signing tools apply an automated signature generator to help users save valuable time. This way, signers don't need to re-sign each time; they can simply click the field and fill out the form in minutes. As convenient as this method is, it can disclose personal information and sensitive data if multiple people use the same account. Consequences threaten your reputation and the reputation of your partners, so you need to ensure that your solution doesn't keep any personal data as a template.
Hiding signatures adds an extra layer of security to the online document management process. Some software solutions, like the airSlate WorkFlow automation platform, allow you to disable automatic information saving, helping to maintain confidentiality by hiding personal information and preventing identity theft.
Learning to conceal signatures using WorkFlow tools
WorkFlow is a robust, no-code solution that perfectly automates manual routines, including issues with electronic document signing. With its intuitive interface, the platform enables anyone to quickly create smoothly running workflows of any complexity. All you need to do is to configure your workspace and start designing a workflow. When all documents are added to the process and ready for processing, install the bot to remove signature stamps to ensure a seamless and safe signing experience for you, your teammates, and your partners.
Although the process is straightforward, there are nuances in configuration you shouldn't miss. That's where the airSlate Academy course showcases in detail how to automatically remove all signatures and initials previously stored in the system. Enroll in our free training and quickly learn:
- how to create a secure document signing workflow
- how to apply the bot to certain paperwork
- how to define signatures or initials that should be hidden.
Get practical tips on hiding signatures for documents you share with other participants and creating smooth and secure workflows without coding. Enroll in the free airSlate Academy course now!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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There is such a way, and it’s even easier than you think. By using the Hide signatures bot, you can easily hide previously used templates. The bot’s primary purpose is to protect privacy and prevent fraud by eliminating the possibility of a signer using another signer’s eSignature in situations where multiple users are using the same device to execute a document of any kind, whether it’s a form or contract.
eSignature automation allows you to route documents between recipients. Just assign roles to fillable fields via airSlate WorkFlow. Recipients assigned to certain fields will be able to fill out your form according to the order you set. In addition, you can customize fields for signing and install bots for more complex workflows.
airSlate WorkFlow provides all the necessary tools so that you can create a workflow that fully meets your requirements. Therefore, if you want to hide eSignatures in your PDF, use the corresponding bot. Once you set up your template, signers will not be able to use the eSignatures used by the previous signers.
Let’s make it clear that the “Signature” feature found in most emailing platforms is not considered a valid stamp that represents your identity or your intention to sign anything for business or personal reasons. It’s typically located at the bottom of an email’s body and is more like a digital business card. If you use Gmail, you can add a business card in the Settings section. Include whatever information you’d like recipients to see. It can be your contact information like phone number or links to your social media and website.
If you've already prepared your automated email signature, but it still doesn't pop up in your messages, then perhaps you simply didn't enable it. To enable it, go to Settings, uncheck the No Signature box, and check your option. Send a test email to make sure the new settings are saved.
Most likely, it will. In any case, eSignatures are already quite popular for doing business. So in the future, eSignatures will be used even more often than handwritten ones. But it’s unlikely that a handwritten type will ever lose legal force. So, by all means, keep using your wet type, but also know that as more and more businesses digitize their document workflows, you’ll run into issues with people not wanting your hard copy and instead asking for your eSignature.
eSignature automation is complete control. With eSignature automation, you can hide the saved templates of previous signers who've used the same device. You also can choose whether signers should use cursive, type their name, or upload a scanned copy of their handwritten form. The settings are so flexible that you can adapt them for individual recipients or for everyone as a whole.
No, an eSignature can be almost anything. Depending on the software you’re using, recipients can choose the type of eSignature that’s most suitable for them. You can set additional requirements if you want. For example, make your clients draw their names instead of typing them.
Of course, you can. airSlate WorkFlow automatically saves your eSignature so that you can sign any document in one click. Besides, it's easy to disable this feature using the Hide signatures bot. This method comes in handy when you and your teammates are working on the same PDF on the same device.
Yes, you shouldn't sign with someone else's name unless you have official administrative permission. In addition, if you forge someone's stamp on a property or money transfer document, this leads to criminal liability. Many people want to save time and use someone else's template, but you better not. When you create a workflow in airSlate WorkFlow, knowing that it’ll be used during face-to-face meetings, take a couple of minutes and connect the bot that prevents signers from seeing and using someone else’s eSignature. It’s called the Hide signatures bot.
Hide Signatures New
The Hide Signatures New course teaches you how to configure the Hide Signatures New Bot to automatically remove stored signatures and initials from documents, ensuring recipients must add them each time they sign. This enhances document security and simplifies signature management.
What you will learn:
- Bot Application: Apply the Bot to specific documents for effective signature management.
- Field Selection: Choose which signature or initials fields to hide.
- Signature Management: Decide when to disable saving signatures and initials.
- Error Handling: Add tags and set actions for potential Bot failures.
Course highlights:
- Security & Efficiency: Learn how to use the Bot to enhance document security, prevent personal information disclosure, and avoid manual deletion of eSignatures.
- Practical Use Cases: Ideal for scenarios where multiple signatories need restricted access to signatures, such as approval workflows.
- Configuration: Understand how to set up the Bot, including selecting documents, defining trigger conditions, and using advanced settings to customize the Bot's behavior.
Course outcomes:
Upon completing the Hide Signatures New course, you will gain a comprehensive understanding of how to effectively use the Hide Signatures New Bot to enhance document security and streamline workflows. You will be able to configure the Bot to automatically remove signatures and initials from documents, ensuring that recipients are required to add their signatures each time they sign. The course will teach you how to apply the Bot to specific documents, select which signature fields to hide, and disable the saving of signatures and initials.