altaFlow

A Document placeholder allows you to pre-configure signature fields and workflows while delaying the actual file upload until the final moment of sending.

Document placeholder overview

Enable annotation and page management tools for document editors during workflow signing steps.

Assign the editing permissions (Annotation Panel)

Add branding elements like logos, headers, and backgrounds to document placeholder forms.

Design the document placeholder form

Export altaFlow document placeholder files manually as a ZIP or automatically to your CRM through Export bots. Complete step-by-step guide.

Export documents from the document placeholder

Learn how to add and configure fillable fields in document placeholder forms.

Set up fillable fields in document placeholder form

Resolve step configuration errors by completing recipient settings and required condition parameters.

Set up the document placeholder form elements

Learn how to upload files into document placeholders within your workflow.

Upload files to the document placeholder

Automate contract signing with XLSX rate sheets via altaFlow API — send unique files per recipient using Document placeholder with Spreadsheet View.

Automate contract signing and XLSX rate sheet delivery via API

Add a Document placeholder to let users upload DOCX/PDF files, complete fillable fields, and export documents — step-by-step guide.

[User guide] altaFlow Document placeholder

Prepare DOCX, PDF, or XLSX files for a Document placeholder with field tags that auto-create Signature, Text, Date, and other fillable fields on upload.

Add fillable fields to placeholder document using field tags

Articles covering the setup, use, and automation of document placeholders.

Document Placeholder

Create a custom design with text, images, and links

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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.

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

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

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

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