altaFlow

Automatically add tags to altaFlow documents based on workflow conditions. Organize completed documents with custom tags.

Add tags bot

Add watermarks to altaFlow documents automatically. Apply text or image watermarks to completed documents based on workflow conditions.

Add watermark bot

Automatically create technical document revisions in altaFlow workflows. Track document changes and maintain audit history without manual intervention.

Create technical revision bot

Extract data from documents automatically with altaFlow AI. Convert unstructured PDFs and images into structured fields for downstream processing.

AI Data Extraction bot

Track documents sent from MS Dynamics 365 and manage workflow instances via dashboard.

Email on documents completion bot

Send email notifications when recipients open documents to begin filling them out.

Email on documents opening

Fax completed altaFlow documents automatically to any number. Configure recipient phone, custom cover page message, and document selection in workflows.

Fax completed documents bot

Hide the decline option to ensure recipients accept proposed document revisions.

Forbid declining revision bot

Prevent recipients from accidentally discarding changes during document signing.

Forbid discarding changes bot

Prevent recipients from saving documents as drafts during signing sessions.

Forbid saving as draft bot

Hide signatures and initials from other users during multi-person signing sessions.

Hide signatures

Merge multiple completed altaFlow documents into a single PDF. Combine workflow documents into one consolidated file for archiving or cloud export.

Merge completed documents to PDF bot

Generate and populate unique autonumbers in document fields automatically.

Pre-fill autonumbers bot

Pre-fill documents with data from completed documents in other workflows.

Pre-fill from another workflow bot

Automatically transfer completed document data to other documents in workflow.

Pre-fill from doc to doc bot

Pre-fill altaFlow document fields with custom values, formulas, or recipient-based dynamic data. Apply fixed values to single fields or table columns.

Pre-fill with custom values bot

Automatically redirect recipients to a specified website URL after they finish filling out documents.

Redirect recipients to website

Automatically rename altaFlow documents based on field values. Apply dynamic naming rules to completed documents for organization.

Rename document bot

Automatically rename workflow instances when documents are completed.

Rename workflow instances on completion bot

Automatically rename workflow instances based on document field data while recipients are filling out documents.

Rename workflow instances during signing process bot

Send automated reminders to recipients to complete outstanding documents.

Remind recipients to complete documents

Automatically revoke document access from users when a document is completed.

Revoke access to role bot

Send automated reminder emails when it's time to run a workflow.

Remind to run workflow bot

Set up automated reminders for documents awaiting action or completion.

Send custom reminder bot

Select and configure signature types for document signing fields.

Set signature type

Show or hide altaFlow workflow documents based on field values. Configure conditional document visibility for dynamic workflows.

Show conditional document bot

Split large PDF documents into smaller sections or specific pages before exporting them to cloud storage.

Split PDF Document bot

Learn how to set up internal altaFlow bots

Automations

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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

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

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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.

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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.

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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