altaFlow

Personalize email templates and the Thank you page with your brand's logo, colors, and messaging — all from one place.

Customize your signing experience with themes

Customize your altaFlow email templates with ease. Learn how to edit workspace-level messages, add dynamic data variables, and personalize bot emails.

Customize email templates

Customize the altaFlow Thank you page: turn on Recipient registration, enable multi-document flow, set your default layout, and override text per recipient.

Customize the Thank you page

Brand your altaFlow workspace with your own domain so every document your recipients see comes from your company, not ours.

How to set up a custom domain for your workspace

Brand your altaFlow signing experience — customize emails, themes, thank-you pages, and workspace domain to match your company's visual identity.

Branding

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.

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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.

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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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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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