Help center
Flow
All Flow guides, in alphabetical order. Or search the way you would ask the question.
- Activating a flow on a collection «how do I ask someone for documents»
- Analytics «how do I see flow statistics»
- Areas, topics, steps and boxes «what are areas and topics»
- Clients and contacts «where do I put the companies I ask documents from»
- Co-flow or individual flow «several people have to upload on the same flow»
- Collections «how do I create a collection»
- Coordination «how do I give someone only their own clients»
- Creating a flow template «how do I create a flow»
- Deadlines «how do I set a date by which to upload»
- Editing a flow that's already active «if I change the flow what happens to open collections»
- Finding something again «how do I search for an uploaded file»
- Flow's first screen «what do I see when I open flow»
- Flow's settings «how do I create flow categories»
- Having a colleague upload the documents «how do I have an internal person upload the documents»
- Having a form filled in online, and signed «how do I have a form filled in directly in the browser»
- Knowing where you are, and exporting «how do I see what's missing in a collection»
- Linking a collection to Files, and archiving it «how do I send uploaded documents to files»
- Participants «how do I add the people who have to upload documents»
- Participants' questions «can the participant ask me for clarifications»
- Questions and conditional logic «how do I put a multiple-choice question in the flow»
- Reusing pieces of another flow «how do I copy sections from another flow»
- The bin «how do I recover a deleted collection»
- The participants' portal «how can an external person see all their collections»
- Validating uploaded files «how do I approve or reject an uploaded document»
- Who uses Flow and what they can do «how do I add a person to flow»
Alex