Send documents, design workflows and create templates
Learn how WorkFlow works from top to bottom and build your process.
General
Learn how to work with workflows and documents.
Avoid spam filters when sending customized emails
Complete documents
Fields navigation
Customize SMS notification
Locate workflow,document,revision IDs
Manage template and workflow
Manage workflow in archive and trash
Mobile signing session
Send documents to a recipient for signature
Working with workflows
Learn how to create and manage workflows.
Send documents of your workflow to recipients
Manage documents added to workflow
Add tags to workflow
Workflow versioning
Basics of the workflow creation
Manage workflows [mobile app]
Assign recipients in PDF editor
Duplicate workflow
Manage workflow
Design your workflow
Share Flow Template with Teammates
Working with the Send documents option
Learn how to work with the Send documents option.
Send documents for your one-time workflow
Manage documents added to one-time workflow
Duplicate one-time workflow
Create one-time workflow
Working with templates
Learn how to create and manage templates.
Create template
Duplicate template
Manage template
Send documents of a template to recipients