The altaFlow Dashboard in Salesforce displays the documents created in your Salesforce organization using airSlate. Depending on your airSlate role, you will be able to see all documents (Workspace Owner or Supervisor) or only the documents you have access to (team member).
1. Go to the App Launcher and select View All.
Then, select altaFlow from the list of apps.
2. Switch to the altaFlow Dashboard tab. If you haven’t yet logged in to the airSlate app, enter your credentials, and select Log in.
If you’ve forgotten your password, click Forgot password to recover it. Enter the email you’d like to receive password recovery instructions to. Then, click Reset password.
Once logged in, you can view a list of all documents you’ve created in Salesforce for the past 7 days (by default).
The altaFlow Dashboard tab will show the latest revision of each document, with a full breakdown of information.
To create a new document revision, select Revise.
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To delete a draft revision and create a new one, select the three dots next to it. Then, select Discard draft.
To delete a document from the Dashboard, click the three dots and select Delete document.
To delete multiple documents at once, select the documents you need. Then, click Delete documents.
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To track the document activity, click the three dots and select Audit trail.
The new page will open displaying document activity and other details. It is also possible to download a PDF or CSV file with a complete listing of document activity. To do so, click the download icon. Then, select a file type for exporting the data.
You can also filter the document's activity details by date using a calendar.
To check the current stage of the document, click the three dots. Then, select Check status.
The Status page will open dispalying the current document status:
Unassigned (the recipient email address has not been specified)
In use (the document has been saved as draft by a recipient)
Sent to (worfkflow has been sent to the recipient email)
Waiting for me (all documents that have been assigned to you)
Decline (a recipient has declined to fill out the document)
Failed (a workflow was configured incorrectly that has lead to the revision failure)
Completed (documents have been completed by all steps in a workflow)
It is also possible view the time and date when the document was delivered by hovering over the email icon.
To change the document recipient, click the contact icon.
In the modal window that will open, specify the new recipient’s email.
To filter documents by time period, Salesforce objects, or the altaFlow workflows they belong to. You can also filter documents by their status or tags.
To view document revisions for a specific time period, click the Last modified date field.
In the calendar, select the desired time period, then click Apply.
It’s also possible to select the current day as well as the previous week or previous month, beginning with the current date.
All document revisions created for a selected time period will instantly appear in the Dashboard.
To filter documents by their status, go to the All statuses list and select the criteria you want to filter by. Then, click Apply.
🗒 Note: Document statuses will be automatically added to a list once certain actions are performed with documents. |
To filter documents by their tags, go to the All tags list and select the one you need. Then, click Apply. Use the search line to locate the tag you need.
Tags are hidden by default. To enable the tags displaying next to documents, activate the Show tags toggle.
You can also sort documents by name, date of last update, or date of last creation.
Selecting the Only my documents checkbox will display documents created by you as well as documents assigned to you by other users.