One-time document send allows you to quickly and easily create documents with a simplified and intuitive process. Please note that this option does not include bot and branch settings.

2. Add documents as described in this article.

3. By default, there is only one step in the workflow. To add more recipients, go to the Recipients tab in the document.

4. Select + Add another Step to your workflow and hit Apply.

To assign different fields to steps, follow the instructions described in this article.

Also, you can add steps to the diagram once all required documents are added.

To start, use + Add recipient.

Find the detailed instructions on how to work with the Step settings in this article.

Go to the Three dots menu to perform the following actions:

Redirect recipient: create a redirect for a recipient after they complete a Flow. Add the website URL and indicate whether it will open in the same or a new tab.

Fields navigation: customize the document completion experience. More information about this option can be found in this article.

Message to recipients: modify the default message to the recipients sent for the documents to complete.

Create help message: create an introductory message for your recipients where you can add some hints, guidelines, and contact information.

Duplicate: copy the existing workflow and create a new one based on the current settings.

Convert to template: convert unpublished one-time document to reusable template.

Move to trash:

Finish later: Save a draft and continue building your one-time document send later.

Find the instructions on the documents distribution in this article.

Check the articles in the Working with documents section to manage the documents.