altaFlow is a valuable tool for any business looking to streamline its document workflow and improve efficiency. Whether you are a small business or a large enterprise, airSlate can help you automate your document workflow and save time and resources in the process. altaFlow is many-in-one document workflow automation tool that allows for creation of customized solutions. This article contains a brief overview of what altaFlow can do.
Start by configuring the Workspace
Think of your workspace as your digital command center. It's the place where you create, connect, and automate workflows, collaborating seamlessly with your team members. With the flexibility to configure workspace settings tailored to your organization's needs, altaFlow ensures optimal productivity and organization.
Learn more about workspace settings in this section of Support portal.
Account settings
Your account page contains information specific to you-like your password, the email address associated with your account.
Learn more about account management in this article.
Workflow creation
At the heart of altaFlow lies the ability to create tailored workflows that streamline your business processes. A workflow typically consists of several key components:
Documents: These are the primary files or forms that undergo processing within the workflow.
Process Diagram: This visual representation outlines the sequential steps and actions involved in the workflow. Each step corresponds to a specific task or action to be completed.
Bots: Automation bots are integral to the workflow, performing tasks such as prefilling documents, sending notifications, and triggering actions based on predefined conditions.
Routing Elements: These elements facilitate the flow of documents and tasks within the workflow, ensuring they reach the appropriate signers or undergo specific actions as required.
By leveraging these components, altaFlow empowers users to design and implement tailored workflows that enhance efficiency, reduce manual effort, and drive business productivity.
Learn more about workflow creation in this section of the Support portal.
Team collaboration
Foster teamwork and enhance collaboration by adding users to your Workspace. Grant specific permissions to team members, empowering them to perform desired actions and contribute effectively to workflow processes. Seamless collaboration is essential for maximizing productivity and achieving business goals.
Learn more about contacts in this article.
Automation
Integrate powerful automation bots to streamline tasks and facilitate seamless data transfers across your workflow. With altaFlow advanced automation capabilities, you can automate repetitive tasks such as data entry, document routing, and notification sending. Trigger actions based on specific conditions, like approving documents when certain criteria are met or escalating tasks if deadlines are not met. Additionally, orchestrate complex workflows such as contract management, invoice processing, and employee onboarding effortlessly with our versatile automation tools.
Learn more about bots in this section of the Support portal.
Workflow execution monitoring
Execute your workflows effortlessly by adding signers, scheduling executions, or creating start links. Once initiated, monitor the execution progress in real-time, ensuring smooth progression and timely completion.
Learn more about documents completion monitoring in this article.
Workflow Management
Post-execution, gain insights into workflow performance and make necessary adjustments as needed. Edit workflows, manage ongoing processes, and optimize efficiency through intuitive workflow management tools.
Learn more about workflow management in this section of Support portal.
With altaFlow, businesses can create efficient, automated processes tailored to their specific needs, improving productivity and collaboration across teams.