altaFlow

Add documents to workflow

Assign fields in the document for a specific step

Create workflow

Signer element

Go to element

Decision element

Execute workflow

Bulk workflow execution

Setting document access and visibility in the workflow

Use a start link to start your workflow

Fields navigation

Yuliia Biletska

Learn how to create, configure, and manage workflows — from adding documents and assigning fields to setting access, using elements, and executing workflows.

Workflow setup

Find answers and get help from Intercom Support and Community Experts

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