altaFlow

Configure your altaFlow workspace — set up basic settings, manage teammates and roles, control billing, brand your signing experience, and track audit logs.

Workspace administration

Understand what a workspace is and how it supports collaboration, document management, and process automation.

What is workspace?

Learn how to access, switch between, and join workspaces in your account.

Access a workspace

Overview of workspace management options: workspace info, settings, subscription, usage, billing, email templates, and branding.

Manage workspace

Start with altaFlow workspace basics — learn what a workspace is, how to access one, and how to manage settings from the workspace dashboard.

Basics

Learn how to set up your corporate profile, including company name, domain, address, and contact information.

Workspace information

Learn how to change your workspace domain name and what to keep in mind before making the change.

Change workspace domain

Configure verified domains, recipient options, electronic signature consent, and other workspace-level settings.

Workspace settings

Configure altaFlow workspace settings, update workspace information, and change your workspace domain to match your organization's needs.

Settings

Invite teammates to your altaFlow workspace by email or address book. Assign roles to control access to templates, documents, and workflows.

Add a teammate and assign a role to them

Manage your altaFlow team from the Team Management page — invite members, assign roles, create user groups, and control access permissions.

Manage your team

Manage your team [mobile app]

Understand workspace roles and workflow-level permissions, workflow visibility, and group roles.

Roles and permissions

Learn how to transfer workspace ownership to another teammate.

Change workspace owner

Add, import, edit, and delete altaFlow contacts. Send documents directly from contact pages and view delivery history per contact.

Create and manage contacts

Invite teammates to altaFlow, assign roles and permissions, manage team members, transfer workspace ownership, and organize your contacts.

Team management

Personalize email templates and the Thank you page with your brand's logo, colors, and messaging — all from one place.

Customize your signing experience with themes

Customize your altaFlow email templates with ease. Learn how to edit workspace-level messages, add dynamic data variables, and personalize bot emails.

Customize email templates

Customize the altaFlow Thank you page: turn on Recipient registration, enable multi-document flow, set your default layout, and override text per recipient.

Customize the Thank you page

Brand your altaFlow workspace with your own domain so every document your recipients see comes from your company, not ours.

How to set up a custom domain for your workspace

Brand your altaFlow signing experience — customize emails, themes, thank-you pages, and workspace domain to match your company's visual identity.

Branding

Check your subscription status, manage subscription users, and upgrade your plan.

Subscription management

Add a payment method and review your billing history.

Billing and payment

Manage your altaFlow subscription and billing — view current plan, update payment methods, download invoices, and track credit usage.

Billing & subscription

Track your bots credits usage in the Usage log tab.

Usage log

Audit trail [mobile app]

Learn how to track changes across your workspace, workflows, and documents using the audit trail.

Audit trail

Track everything happening in your altaFlow workspace — view audit trails on web and mobile, and monitor usage logs to see credit consumption.

Audit & activity

Create a custom design with text, images, and links

altaflow.com

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Product updates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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