altaFlow

Create, configure, and automate your business processes step-by-step.

Workflows & templates

Learn how to craft emails that avoid spam filters and ensure reliable delivery to recipients.

Best practices for successful email delivery

Step-by-step guide on how to access, navigate, fill out, and complete documents sent to you.

Complete documents

Learn how to configure the field navigation order to guide recipients through document completion.

Fields navigation

Learn how to create and customize SMS invitations for document recipients.

Customize SMS notification

Learn how to find workflow, document, and revision IDs in the address bar for troubleshooting.

Locate workflow,document,revision IDs

Learn how to manage access, send documents, and configure settings for your templates and workflows.

Manage template and workflow

Learn how to archive, restore, and permanently delete workflows using the Archive and Trash folders.

Manage workflow in archive and trash

Receive, complete, and sign documents on the go with the airSlate mobile web version. Learn how to navigate fields, add e-signatures, and track progress.

Mobile signing session

Learn how to create a document with a signature field and send it to recipients for eSignature.

Send documents to a recipient for signature

Learn how to work with workflows and documents.

General

Learn how to test, publish, and distribute your workflow documents to recipients.

Send documents of your workflow to recipients

Learn how to rename, reorder, replace, copy, and remove documents within your workflow.

Manage documents added to workflow

Learn how to add and manage tags to organize and quickly find your workflows.

Add tags to workflow

Learn how to create, test, publish, and restore workflow versions to track changes over time.

Workflow versioning

Get an overview of the key stages involved in creating and configuring a workflow.

Basics of the workflow creation

Manage workflows [mobile app]

Learn how to assign fillable fields to specific recipients using roles in the PDF editor.

Assign recipients in PDF editor

Learn how to create a copy of an existing workflow and configure it as a new one.

Duplicate workflow

Learn how to configure workflow access, settings, and actions from the diagram and Dashboard.

Manage workflow

Learn how to create a workflow by adding documents, configuring steps and branches, and setting up automation.

Create your workflow

Learn how to share your workflow with individual teammates or groups by changing access permissions.

Share workflow with teammates

Discover how the Approval step enables fast internal sign-offs directly from an inbox without requiring users to log into the platform.

Approval step

Learn how to create and manage workflows.

Working with workflows

Learn how to send documents to recipients using a one-time workflow.

Send documents for your one-time workflow

Learn how to manage, edit, and organize documents within a one-time workflow.

Manage documents added to one-time workflow

Learn how to duplicate an existing one-time document send and reuse its settings.

Duplicate one-time document send

Learn how to create and send a one-time document to recipients without building a full workflow.

Create one-time document send

Learn how to work with the Send documents option.

Working with the Send documents option

Learn how to create a reusable template with pre-defined roles and fillable fields.

Create template

Learn how to create a copy of an existing template for reuse.

Duplicate template

Learn how to configure access, settings, and actions for your templates.

Manage template

Learn how to send template documents to recipients via email or shareable link.

Send documents of a template to recipients

Learn how to create and manage templates.

Working with templates

Create a custom design with text, images, and links

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