altaFlow

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

Create a custom design with text, images, and links

altaflow.com

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