Skip to main content

Welcome Form setup

Create a Welcome Form in altaFlow to greet recipients, share context, and add images or videos before they open your documents.

A Welcome Form in altaFlow introduces recipients to your documents before they start filling them out. Use it to add context to a survey, share a short brand message, or preview the workflow — recipients open the form, review its content, and then move to the next document.

For instructions on creating a form and designing its layout to match your branding, see Set up and design custom web forms.

Add an image or video to your Welcome Form

Click the image or video field in your form to open the Properties panel on the right:

Welcome Form Properties panel in altaFlow with Off, Image, and Video tabs
  • The Off tab leaves the form without any image or video.

  • The Image tab lets you upload the image you want to display:

Upload image field in the Welcome Form Properties panel

Once uploaded, adjust the size and alignment of the image:

Image size and alignment settings in the Welcome Form

The image appears at the bottom of the form:

Welcome Form preview with an uploaded image at the bottom
  • The Video tab lets you paste a link to the video you want to embed in your form:

Video tab in the Welcome Form Properties panel

Your finished Welcome Form will look like this:

Welcome Form with embedded video in altaFlow
Did this answer your question?