altaFlow

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

Locate altaFlow workflow, document, and revision IDs in the browser address bar. Step-by-step guide for support requests and troubleshooting.

Locate workflow, document, and 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, fill, and sign altaFlow documents on mobile. Navigate fields, add e-signatures and initials, and track completion progress on any device.

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

Access altaFlow REST API documentation with code examples and ready-to-use Postman collections. Build integrations for your app, CRM, or cloud storage.

Access API documentation

Learn how to work with workflows and documents.

General

Create a custom design with text, images, and links

altaflow.com

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.