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Complete documents

Complete altaFlow documents sent to you — receive documents by email or link, navigate pages, fill in fields, sign, and finish the signing session.

Complete altaFlow documents shared with you in minutes. Receive documents by email or a link, navigate through pages, fill in required fields, sign where needed, and finish — no altaFlow account required for signers.

Receiving documents

There are two ways you can access the documents you need to complete. The sender can either share a link to documents or send an email asking you to fill out a workflow.

If you were sent some documents to fill out, you’ll receive an email. To start working on the documents, click the Fill out document button in the email body and you’ll be forwarded to the corresponding document. The document is always opened in a new browser tab.

altaFlow email invitation with Fill out document button to start signing session

If someone sends you a link to documents (like https://altfw.com/xxxxxx), open it to start completing them.


Once the document is opened, you must "consent to use electronic records and signatures" which validates the legality of the contract.

Documents navigation

Once you have opened the document from your mailbox or by following the link, you’ll get to the document editor displaying the first document from the package. On the left, you’ll find previews of the document’s pages and a label indicating the number of documents to fill out. Click on it to open the dropdown with a complete list of documents.

You can navigate to any document from the list; however, remember that only the following document will be available for completion. It means that if you go from the first document to the fourth, the fourth document will be only available in the View only mode.

altaFlow document editor with page previews sidebar and document list dropdown

Additionally, use the Back button to switch back to the previous document. Note that return to the workspace is not available using this button.

altaFlow signing session with Back button for navigating between documents

Click More actions to open the menu for managing the document. By default, you have the navigation wizard turned on. It will guide you through all required fields using the orange label tips. If you turn this option off, starting from the next document, the tips will disappear.

Also, use the menu to save the document as a draft to continue later, discard all changes to start over the completion, or reject to complete this document.

altaFlow More actions menu with save as draft, discard changes, and reject options

To start the document completion, click on the wizard label and fill out the needed information. On the right, you’ll find the list of fields in the current document indicating which ones are required and which are already completed.

altaFlow wizard label with fields sidebar showing required and completed fields

For your convenience, you have options to undo and redo your actions and change the page size.

altaFlow undo, redo, and page size controls in signing session

As soon as you complete all required fields in the document, you’ll be able to proceed to the following document with the activated Next document button.

altaFlow Next document button activated after completing required fields

Once you have completed all documents, click Finish to finalize the signing session.

altaFlow Finish button to finalize the signing session and submit completed documents

Completing documents on mobile? See our Mobile signing session guide for the full mobile flow.


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