# altaFlow Help Center

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## Getting Started

- [altaFlow product glossary](https://support.altaflow.com/en/articles/12605949-altaflow-product-glossary.md): Review definitions of key terms and concepts used across the platform.
- [altaFlow overview](https://support.altaflow.com/en/articles/12605956-altaflow-overview.md): Get a high-level overview of the platform's key features and capabilities.
- [Dashboard](https://support.altaflow.com/en/articles/12606186-dashboard.md): Explore the Dashboard and learn how to navigate your workflows, documents, and workspace.
- [Getting started \[mobile app\]](https://support.altaflow.com/en/articles/12606370-getting-started-mobile-app.md)
- [Add documents in workflow diagram](https://support.altaflow.com/en/articles/12606371-add-documents-in-workflow-diagram.md): Add documents to altaFlow workflows — upload from computer, import from cloud \(Google Drive, Dropbox, Box, SharePoint\), pick from library, or create new.
- [Meet altaFlow - a new name for the platform you already know](https://support.altaflow.com/en/articles/13258374-meet-altaflow-a-new-name-for-the-platform-you-already-know.md): Learn about the platform's rebranding and what has changed.
- [Product migration guide](https://support.altaflow.com/en/articles/13336735-product-migration-guide.md): Get step-by-step guidance for migrating your data and workflows to the new platform version.

## Account & workspace

- [Log in to altaFlow — Email, SSO, Google & Apple](https://support.altaflow.com/en/articles/12606421-log-in-to-altaflow-email-sso-google-apple.md): Log in to altaFlow with email + password, SSO, Google, Facebook, or Apple. Access your workspace to manage workflows, documents, and automation.
- [Manage your account](https://support.altaflow.com/en/articles/12606592-manage-your-account.md): Manage your altaFlow account — update profile info, change settings, control notifications, and review activity from the My account page.
- [Working with eSignature](https://support.altaflow.com/en/articles/12606599-working-with-esignature.md): Set up your default eSignature in altaFlow to sign documents in one click. Learn how to type, draw, upload, or capture your signature with this easy guide.
- [Two-Factor Authentication](https://support.altaflow.com/en/articles/12606609-two-factor-authentication.md): Learn how to enable, configure, and manage Two-Factor Authentication \(2FA\) for your account.
- [SSO authorization](https://support.altaflow.com/en/articles/12606614-sso-authorization.md): Learn how to set up and use Single Sign-On \(SSO\) and SSO-only authentication for your workspace.
- [What is workspace?](https://support.altaflow.com/en/articles/12608041-what-is-workspace.md): Understand what a workspace is and how it supports collaboration, document management, and process automation.
- [Access a workspace](https://support.altaflow.com/en/articles/12606654-access-a-workspace.md): Learn how to access, switch between, and join workspaces in your account.
- [Manage workspace](https://support.altaflow.com/en/articles/12606792-manage-workspace.md): Overview of workspace management options: workspace info, settings, subscription, usage, billing, email templates, and branding.
- [Workspace information](https://support.altaflow.com/en/articles/14707014-workspace-information.md): Learn how to set up your corporate profile, including company name, domain, address, and contact information.
- [Change workspace domain](https://support.altaflow.com/en/articles/12606719-change-workspace-domain.md): Learn how to change your workspace domain name and what to keep in mind before making the change.
- [Workspace settings](https://support.altaflow.com/en/articles/14707030-workspace-settings.md): Configure verified domains, recipient options, electronic signature consent, and other workspace-level settings.
- [Add a teammate and assign a role to them](https://support.altaflow.com/en/articles/12606690-add-a-teammate-and-assign-a-role-to-them.md): Invite teammates to your altaFlow workspace by email or address book. Assign roles to control access to templates, documents, and workflows.
- [Manage your team](https://support.altaflow.com/en/articles/12607057-manage-your-team.md): Manage your altaFlow team from the Team Management page — invite members, assign roles, create user groups, and control access permissions.
- [Manage your team \[mobile app\]](https://support.altaflow.com/en/articles/12608046-manage-your-team-mobile-app.md)
- [Roles and permissions](https://support.altaflow.com/en/articles/12607813-roles-and-permissions.md): Understand workspace roles and workflow-level permissions, workflow visibility, and group roles.
- [Change workspace owner](https://support.altaflow.com/en/articles/12608072-change-workspace-owner.md): Learn how to transfer workspace ownership to another teammate.
- [Create and manage contacts](https://support.altaflow.com/en/articles/12606725-create-and-manage-contacts.md): Add, import, edit, and delete altaFlow contacts. Send documents directly from contact pages and view delivery history per contact.
- [Customize your signing experience with themes](https://support.altaflow.com/en/articles/15444503-customize-your-signing-experience-with-themes.md): Personalize email templates and the Thank you page with your brand's logo, colors, and messaging — all from one place.
- [Customize email templates](https://support.altaflow.com/en/articles/12607077-customize-email-templates.md): Customize your altaFlow email templates with ease. Learn how to edit workspace-level messages, add dynamic data variables, and personalize bot emails.
- [Customize the Thank you page](https://support.altaflow.com/en/articles/15423041-customize-the-thank-you-page.md): Customize the altaFlow Thank you page: turn on Recipient registration, enable multi-document flow, set your default layout, and override text per recipient.
- [How to set up a custom domain for your workspace](https://support.altaflow.com/en/articles/15163629-how-to-set-up-a-custom-domain-for-your-workspace.md): Brand your altaFlow workspace with your own domain so every document your recipients see comes from your company, not ours.
- [Subscription management](https://support.altaflow.com/en/articles/14707041-subscription-management.md): Check your subscription status, manage subscription users, and upgrade your plan.
- [Billing and payment](https://support.altaflow.com/en/articles/14707059-billing-and-payment.md): Add a payment method and review your billing history.
- [Usage log](https://support.altaflow.com/en/articles/14707051-usage-log.md): Track your bots credits usage in the Usage log tab.
- [Audit trail \[mobile app\]](https://support.altaflow.com/en/articles/12606681-audit-trail-mobile-app.md)
- [Audit trail](https://support.altaflow.com/en/articles/12606662-audit-trail.md): Learn how to track changes across your workspace, workflows, and documents using the audit trail.

## Workflows & templates

- [Best practices for successful email delivery](https://support.altaflow.com/en/articles/12608152-best-practices-for-successful-email-delivery.md): Learn how to craft emails that avoid spam filters and ensure reliable delivery to recipients.
- [Customize SMS notification](https://support.altaflow.com/en/articles/12608177-customize-sms-notification.md): Learn how to create and customize SMS invitations for document recipients.
- [Locate workflow, document, and revision IDs](https://support.altaflow.com/en/articles/12608185-locate-workflow-document-and-revision-ids.md): Locate altaFlow workflow, document, and revision IDs in the browser address bar. Step-by-step guide for support requests and troubleshooting.
- [Manage template and workflow](https://support.altaflow.com/en/articles/12608264-manage-template-and-workflow.md): Learn how to manage access, send documents, and configure settings for your templates and workflows.
- [Manage workflow in archive and trash](https://support.altaflow.com/en/articles/12608273-manage-workflow-in-archive-and-trash.md): Learn how to archive, restore, and permanently delete workflows using the Archive and Trash folders.
- [Send documents to a recipient for signature](https://support.altaflow.com/en/articles/12608342-send-documents-to-a-recipient-for-signature.md): Learn how to create a document with a signature field and send it to recipients for eSignature.
- [Access API documentation](https://support.altaflow.com/en/articles/12606398-access-api-documentation.md): Access altaFlow REST API documentation with code examples and ready-to-use Postman collections. Build integrations for your app, CRM, or cloud storage.
- [Fields navigation](https://support.altaflow.com/en/articles/12608173-fields-navigation.md): Configure field navigation in altaFlow forms — guide recipients through required fields, required only, or all fields for smoother document completion.
- [Conditional logic in altaFlow](https://support.altaflow.com/en/articles/16201884-conditional-logic-in-altaflow.md): Master conditional logic in altaFlow — set field, step, bot, and document conditions to build adaptive workflows that respond to real-time data.
- [Send documents of your workflow to recipients](https://support.altaflow.com/en/articles/12620478-send-documents-of-your-workflow-to-recipients.md): Send altaFlow workflow documents to recipients — test the flow, add autostart, share a link, or publish and run the workflow manually.
- [Manage documents added to workflow](https://support.altaflow.com/en/articles/12620486-manage-documents-added-to-workflow.md): Rename, reorder, replace, copy, or remove documents in your altaFlow workflow. Make documents conditional and manage them from the editor or builder.
- [Add tags to workflow](https://support.altaflow.com/en/articles/12620475-add-tags-to-workflow.md): Learn how to add and manage tags to organize and quickly find your workflows.
- [Workflow versioning](https://support.altaflow.com/en/articles/12620563-workflow-versioning.md): Create, test, publish, and restore altaFlow workflow versions. Track every change, test as draft before going live, and roll back if needed.
- [Basics of the workflow creation](https://support.altaflow.com/en/articles/12620626-basics-of-the-workflow-creation.md): Get an overview of the key stages involved in creating and configuring a workflow.
- [Manage workflows \[mobile app\]](https://support.altaflow.com/en/articles/12628372-manage-workflows-mobile-app.md)
- [Assign recipients in PDF editor](https://support.altaflow.com/en/articles/12628384-assign-recipients-in-pdf-editor.md): Learn how to assign fillable fields to specific recipients using roles in the PDF editor.
- [Duplicate workflow](https://support.altaflow.com/en/articles/12628419-duplicate-workflow.md): Learn how to create a copy of an existing workflow and configure it as a new one.
- [Manage workflow](https://support.altaflow.com/en/articles/12628428-manage-workflow.md): Learn how to configure workflow access, settings, and actions from the diagram and Dashboard.
- [Create your workflow](https://support.altaflow.com/en/articles/12628467-create-your-workflow.md): Create altaFlow workflows step by step — add documents, design step flow with branches, assign recipients, configure conditions, and install automation bots.
- [Share workflow with teammates](https://support.altaflow.com/en/articles/12628500-share-workflow-with-teammates.md): Learn how to share your workflow with individual teammates or groups by changing access permissions.
- [Approval step](https://support.altaflow.com/en/articles/14169591-approval-step.md): Discover how the Approval step enables fast internal sign-offs directly from an inbox without requiring users to log into the platform.
- [How to automatically delete completed documents in a workflow](https://support.altaflow.com/en/articles/15565326-how-to-automatically-delete-completed-documents-in-a-workflow.md): Set up document retention to automatically remove completed documents from a workflow when you don't need to keep them.
- [Notifications for documents started via shareable link](https://support.altaflow.com/en/articles/15958239-notifications-for-documents-started-via-shareable-link.md): Send altaFlow reminder emails to recipients who open a document via a shareable link — capture their email at entry to reduce drop-off.
- [Send documents for your one-time workflow](https://support.altaflow.com/en/articles/12628523-send-documents-for-your-one-time-workflow.md): Learn how to send documents to recipients using a one-time workflow.
- [Manage documents added to one-time workflow](https://support.altaflow.com/en/articles/12628533-manage-documents-added-to-one-time-workflow.md): Manage documents in altaFlow one-time workflows. Rename, copy, reorder, or remove documents using the three-dots menu in the workflow editor.
- [Duplicate one-time document send](https://support.altaflow.com/en/articles/12628563-duplicate-one-time-document-send.md): Learn how to duplicate an existing one-time document send and reuse its settings.
- [Create one-time document send](https://support.altaflow.com/en/articles/12628574-create-one-time-document-send.md): Learn how to create and send a one-time document to recipients without building a full workflow.
- [Create template](https://support.altaflow.com/en/articles/12628679-create-template.md): Learn how to create a reusable template with pre-defined roles and fillable fields.
- [Duplicate template](https://support.altaflow.com/en/articles/12628692-duplicate-template.md): Learn how to create a copy of an existing template for reuse.
- [Manage template](https://support.altaflow.com/en/articles/12628698-manage-template.md): Learn how to configure access, settings, and actions for your templates.
- [Send documents of a template to recipients](https://support.altaflow.com/en/articles/12628886-send-documents-of-a-template-to-recipients.md): Learn how to send template documents to recipients via email or shareable link.

## Documents and forms

- [Limits: maximising efficiency in your documents process](https://support.altaflow.com/en/articles/12628920-limits-maximising-efficiency-in-your-documents-process.md): Understand usage limits for emails, documents, downloads, attachments, and other platform resources.
- [Set up PDF documents](https://support.altaflow.com/en/articles/12628997-set-up-pdf-documents.md): Learn how to set up and configure fillable fields in your PDF documents.
- [Set up a formula field in web form/ PDF editors](https://support.altaflow.com/en/articles/12629034-set-up-a-formula-field-in-web-form-pdf-editors.md): Learn how to create formula fields that auto-calculate values in web forms and PDFs.
- [Web form design](https://support.altaflow.com/en/articles/12632140-web-form-design.md): Learn how to customize the visual design and layout of your web forms.
- [Add fillable fields inside dynamic DOCX tables](https://support.altaflow.com/en/articles/12629242-add-fillable-fields-inside-dynamic-docx-tables.md): Learn how to insert fillable fields into dynamic tables within DOCX documents.
- [Add fillable fields using the Fillable Fields panel](https://support.altaflow.com/en/articles/12629252-add-fillable-fields-using-the-fillable-fields-panel.md): Drag and drop fillable fields from the Fields panel into DOCX documents. Customize field properties, validation, and wrapping styles for smooth signing.
- [Add fillable fields using tags in Document generation](https://support.altaflow.com/en/articles/12629259-add-fillable-fields-using-tags-in-document-generation.md): Use fillable field tags in Document Generation to preset Signature, Text, Date, Dropdown, and Checkbox fields in your DOCX — tag syntax, keys, and examples.
- [Convert Document Generation document to Contract Negotiation documents](https://support.altaflow.com/en/articles/12629272-convert-document-generation-document-to-contract-negotiation-documents.md)
- [Generate tags in the Document Generation editor](https://support.altaflow.com/en/articles/12629277-generate-tags-in-the-document-generation-editor.md): Generate document tags in the altaFlow Document Generation editor — create text, table, list, conditional, and image tags with formatting options.
- [Set up Document Generation DOCX](https://support.altaflow.com/en/articles/12629282-set-up-document-generation-docx.md): Create and configure DOCX documents for automated PDF generation with dynamic data pre-filling.
- [Tags in DOCX documents \(basics\)](https://support.altaflow.com/en/articles/12629285-tags-in-docx-documents-basics.md): Learn the basics of using tags in DOCX documents for dynamic content generation.
- [Tags usage \(examples\)](https://support.altaflow.com/en/articles/12629312-tags-usage-examples.md): Configure tags and formatting functions for dynamic document content like dates, numbers, and currencies.
- [\[User guide\] Document generation](https://support.altaflow.com/en/articles/13489581-user-guide-document-generation.md): Get a complete guide to generating documents from DOCX templates with dynamic data.
- [Document placeholder overview](https://support.altaflow.com/en/articles/14170002-document-placeholder-overview.md): A Document placeholder allows you to pre-configure signature fields and workflows while delaying the actual file upload until the final moment of sending.
- [Assign the editing permissions \(Annotation Panel\)](https://support.altaflow.com/en/articles/12629626-assign-the-editing-permissions-annotation-panel.md): Enable annotation and page management tools for document editors during workflow signing steps.
- [Design the document placeholder form](https://support.altaflow.com/en/articles/12629680-design-the-document-placeholder-form.md): Add branding elements like logos, headers, and backgrounds to document placeholder forms.
- [Export documents from the document placeholder](https://support.altaflow.com/en/articles/12629724-export-documents-from-the-document-placeholder.md): Export altaFlow document placeholder files manually as a ZIP or automatically to your CRM through Export bots. Complete step-by-step guide.
- [Set up fillable fields in document placeholder form](https://support.altaflow.com/en/articles/12629771-set-up-fillable-fields-in-document-placeholder-form.md): Learn how to add and configure fillable fields in document placeholder forms.
- [Set up the document placeholder form elements](https://support.altaflow.com/en/articles/12629796-set-up-the-document-placeholder-form-elements.md): Resolve step configuration errors by completing recipient settings and required condition parameters.
- [Upload files to the document placeholder](https://support.altaflow.com/en/articles/12629813-upload-files-to-the-document-placeholder.md): Learn how to upload files into document placeholders within your workflow.
- [Automate contract signing and XLSX rate sheet delivery via API](https://support.altaflow.com/en/articles/14077957-automate-contract-signing-and-xlsx-rate-sheet-delivery-via-api.md): Automate contract signing with XLSX rate sheets via altaFlow API — send unique files per recipient using Document placeholder with Spreadsheet View.
- [\[User guide\] altaFlow Document placeholder](https://support.altaflow.com/en/articles/16106633-user-guide-altaflow-document-placeholder.md): Add a Document placeholder to let users upload DOCX/PDF files, complete fillable fields, and export documents — step-by-step guide.
- [Add fillable fields to placeholder document using field tags](https://support.altaflow.com/en/articles/16106834-add-fillable-fields-to-placeholder-document-using-field-tags.md): 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 and set up fillable fields in DOCX documents](https://support.altaflow.com/en/articles/12631179-add-and-set-up-fillable-fields-in-docx-documents.md): Add and customize fillable fields in DOCX documents with validation, required settings, and formatting options.
- [Assign permissions for Contract Negotiation users](https://support.altaflow.com/en/articles/12631184-assign-permissions-for-contract-negotiation-users.md): Configure user permissions for document collaboration including changes, comments, and finalization.
- [Change text formatting in your contracts](https://support.altaflow.com/en/articles/12631196-change-text-formatting-in-your-contracts.md): Adjust text formatting in DOCX documents using built-in Help tab with detailed formatting guidance.
- [Convert Contract Negotiation documents to Document Generation documents](https://support.altaflow.com/en/articles/12631202-convert-contract-negotiation-documents-to-document-generation-documents.md)
- [Create contracts from DOCX documents](https://support.altaflow.com/en/articles/12631213-create-contracts-from-docx-documents.md): Learn how to generate contracts from DOCX document templates.
- [Negotiate contracts between several steps using the workflow diagram](https://support.altaflow.com/en/articles/12631237-negotiate-contracts-between-several-steps-using-the-workflow-diagram.md): Enable contract negotiation between multiple workflow steps by configuring recurrence and jump conditions.
- [Set up bots for workflows containing сontracts](https://support.altaflow.com/en/articles/12631261-set-up-bots-for-workflows-containing-сontracts.md): Set up bots with contract-stage-specific conditions for pre-fill, post-fill, export, and notification automation.
- [Work on contracts with your stakeholders](https://support.altaflow.com/en/articles/12631271-work-on-contracts-with-your-stakeholders.md): Design automated business processes by adding documents, steps, and workflow logic.
- [Generate tags via the Tag Generator](https://support.altaflow.com/en/articles/12631288-generate-tags-via-the-tag-generator.md): Generate DOCX document tags with the altaFlow Tag Generator — create text, table, list, conditional, and image tags with formatting options.
- [\[User guide\] altaFlow Contract Negotiation](https://support.altaflow.com/en/articles/16107665-user-guide-altaflow-contract-negotiation.md): Negotiate contracts in altaFlow: draft DOCX documents pre-filled with your data, suggest edits, collect approvals, and export final PDFs ready for signing.
- [Create a Spreadsheet document](https://support.altaflow.com/en/articles/12631434-create-a-spreadsheet-document.md): Add spreadsheet documents to your altaFlow workflows. Learn how to upload files, create spreadsheets from scratch, and use the online editor efficiently.
- [Create named ranges in a Spreadsheet document](https://support.altaflow.com/en/articles/12631445-create-named-ranges-in-a-spreadsheet-document.md): Create named ranges in spreadsheet cells for data binding and bot automation.
- [Formulas in Spreadsheet documents](https://support.altaflow.com/en/articles/12631468-formulas-in-spreadsheet-documents.md): Set up automation bots to pre-fill and update spreadsheet tables with external data.
- [Set up bots for Spreadsheet documents](https://support.altaflow.com/en/articles/12631486-set-up-bots-for-spreadsheet-documents.md): Configure bots to pre-fill and update spreadsheet data from external data sources and systems.
- [\[User guide\] altaFlow Spreadsheets](https://support.altaflow.com/en/articles/16107984-user-guide-altaflow-spreadsheets.md): Create editable spreadsheets in altaFlow pre-filled with your data, run instant calculations with formulas, and sync entries to documents or your system of record.
- [Attachment Request setup](https://support.altaflow.com/en/articles/12631370-attachment-request-setup.md): Learn how to set up an Attachment Request form to collect files from recipients.
- [Authentication Form setup](https://support.altaflow.com/en/articles/12631378-authentication-form-setup.md): Learn how to configure an Authentication Form to verify recipient identity.
- [Payment form setup](https://support.altaflow.com/en/articles/12631396-payment-form-setup.md): Learn how to set up a payment form to collect payments from recipients.
- [Welcome Form setup](https://support.altaflow.com/en/articles/12631406-welcome-form-setup.md): Create a Welcome Form in altaFlow to greet recipients, share context, and add images or videos before they open your documents.
- [Add and set up the Clickwrap widget](https://support.altaflow.com/en/articles/12631900-add-and-set-up-the-clickwrap-widget.md): Learn how to add and configure a Clickwrap widget for terms acceptance in web forms.
- [Adjust properties for multiple fields/elements at once](https://support.altaflow.com/en/articles/12631908-adjust-properties-for-multiple-fields-elements-at-once.md): Learn how to bulk-edit properties for multiple fields or elements in your web forms.
- [Custom validation in web forms](https://support.altaflow.com/en/articles/12631916-custom-validation-in-web-forms.md): Learn how to add custom validation rules to web form fields.
- [Assign web form fields to specific users](https://support.altaflow.com/en/articles/12631942-assign-web-form-fields-to-specific-users.md): Learn how to assign web form fields to specific recipients using roles.
- [Conditions for web form fields](https://support.altaflow.com/en/articles/12631967-conditions-for-web-form-fields.md): Show, hide, require, or disable web form fields based on user answers. Set up simple if-then logic or advanced conditions with AND/OR operators.
- [Create and add web forms to your workflow](https://support.altaflow.com/en/articles/12631995-create-and-add-web-forms-to-your-workflow.md): Learn how to create web forms and add them to your workflow.
- [Pages in web forms](https://support.altaflow.com/en/articles/12632095-pages-in-web-forms.md): Learn how to add and manage multiple pages in your web forms.
- [Set up fields elements/widgets](https://support.altaflow.com/en/articles/12632120-set-up-fields-elements-widgets.md): Learn how to add and configure elements and widgets in your web forms.
- [Set up web forms automatically with AI Assistant](https://support.altaflow.com/en/articles/12632130-set-up-web-forms-automatically-with-ai-assistant.md)
- [Relative date validation](https://support.altaflow.com/en/articles/14667043-relative-date-validation.md): Learn how to use Relative Date Validation to set dynamic minimum and maximum date boundaries in your forms, ensuring users submit accurate timelines based on the current date or other field values.

## Bots

- [Bot execution conditions](https://support.altaflow.com/en/articles/12632294-bot-execution-conditions.md)
- [Bots in workflow diagram](https://support.altaflow.com/en/articles/12632305-bots-in-workflow-diagram.md)
- [Bots log](https://support.altaflow.com/en/articles/12632346-bots-log.md)
- [Bot setup glossary](https://support.altaflow.com/en/articles/12632365-bot-setup-glossary.md): Review key terms and concepts related to bot configuration and setup.
- [Share direct link to a specific step](https://support.altaflow.com/en/articles/12632380-share-direct-link-to-a-specific-step.md): Learn how to generate and share a direct link to a specific workflow step.
- [Export attachments to Airtable bot](https://support.altaflow.com/en/articles/12632988-export-attachments-to-airtable-bot.md): Export completed documents and attachments to Airtable columns automatically.
- [Export to Airtable bot](https://support.altaflow.com/en/articles/12633057-export-to-airtable-bot.md): Export altaFlow document data to Airtable automatically. Connect your base, map document fields to columns, and transfer data when workflows complete.
- [Export custom values to Airtable](https://support.altaflow.com/en/articles/12633319-export-custom-values-to-airtable.md): Auto-export altaFlow custom values into Airtable columns when a document completes — connect once, match fields, and keep records in sync.
- [Pre-fill dropdowns from Airtable](https://support.altaflow.com/en/articles/12633369-pre-fill-dropdowns-from-airtable.md): Pre-fill altaFlow document dropdown fields with data from Airtable. Connect a base, match table columns to fields, and dynamically populate options.
- [Pre-fill from Airtable bot](https://support.altaflow.com/en/articles/12633501-pre-fill-from-airtable-bot.md): Pre-fill altaFlow documents with data from Airtable bases. Connect your account, map columns to fields, and auto-populate contracts, offer letters, or forms.
- [Create Creatio records bot](https://support.altaflow.com/en/articles/12637549-create-creatio-records-bot.md): Automate seamless record creation in Creatio by mapping completed document data to entity fields.
- [Export to Creatio record bot](https://support.altaflow.com/en/articles/12637639-export-to-creatio-record-bot.md): Automatically update SharePoint list records with data from completed documents.
- [Pre-fill from Creatio records](https://support.altaflow.com/en/articles/12637850-pre-fill-from-creatio-records.md): Automatically populate documents with data from external CRM records.
- [Update Creatio records bot](https://support.altaflow.com/en/articles/12637876-update-creatio-records-bot.md): Automatically update existing Creatio records with data from completed documents using field mapping and record lookups.
- [Create smart links](https://support.altaflow.com/en/articles/12637904-create-smart-links.md): Create workflow links tied to specific Creatio records for automated document processing.
- [Create event in Google Calendar](https://support.altaflow.com/en/articles/12638510-create-event-in-google-calendar.md): Automatically create calendar events in Google Calendar after document completion.
- [Email via Gmail on documents completion](https://support.altaflow.com/en/articles/12638540-email-via-gmail-on-documents-completion.md): Send completed documents via email through Gmail automatically after recipients finish signing.
- [Export custom values to Google Sheets](https://support.altaflow.com/en/articles/12638557-export-custom-values-to-google-sheets.md): Learn how to export document data combined with custom values to Google Sheets automatically.
- [Export data from a document to Google Sheets](https://support.altaflow.com/en/articles/12638571-export-data-from-a-document-to-google-sheets.md): Export altaFlow workflow field data to Google Sheets. Step-by-step guide to send completed document fields to a Google Sheet automatically — no coding.
- [Pre-fill dropdowns from Google Sheets](https://support.altaflow.com/en/articles/12638592-pre-fill-dropdowns-from-google-sheets.md): Automatically populate dropdown fields with options retrieved from cloud spreadsheets.
- [Pre-fill fields from Google Sheet](https://support.altaflow.com/en/articles/12638611-pre-fill-fields-from-google-sheet.md): Automate data transfers with the Pre-fill from Google Sheet bot. Learn how to map spreadsheet columns, configure lookups, and auto-populate documents.
- [Save to Google Drive bot](https://support.altaflow.com/en/articles/12639118-save-to-google-drive-bot.md): Automatically save completed documents to Google Drive.
- [Create HubSpot records](https://support.altaflow.com/en/articles/12639154-create-hubspot-records.md): Automatically create new HubSpot records and populate them with data from completed documents.
- [Export to HubSpot](https://support.altaflow.com/en/articles/12639249-export-to-hubspot.md): Automatically upload completed documents to HubSpot records after recipients finish signing.
- [Update HubSpot records](https://support.altaflow.com/en/articles/12639295-update-hubspot-records.md): Automatically update CRM records with completed document information.
- [Create Dynamics 365 records bot](https://support.altaflow.com/en/articles/12639320-create-dynamics-365-records-bot.md): Automatically create MS Dynamics 365 records with altaFlow. Learn to set up the creation bot, map fields across entities, and automate data transfer.
- [Export to Dynamics 365 record](https://support.altaflow.com/en/articles/12639347-export-to-dynamics-365-record.md): Set up automated document export to Microsoft Dynamics 365 records upon workflow completion.
- [Invoke Dynamics 365 workflow on completion](https://support.altaflow.com/en/articles/12639374-invoke-dynamics-365-workflow-on-completion.md): Automatically launch a Dynamics 365 workflow after recipients complete their documents.
- [Pre-fill from Dynamics 365 records](https://support.altaflow.com/en/articles/12648014-pre-fill-from-dynamics-365-records.md): Set up automatic document pre-filling with data from monday.com boards.
- [Pre-fill Dynamics 365 record attachments](https://support.altaflow.com/en/articles/12648097-pre-fill-dynamics-365-record-attachments.md): Automate the process of importing document attachments from MS Dynamics 365 records into your workflows.
- [Pre-fill from Dynamics 365 via FetchXML](https://support.altaflow.com/en/articles/12648045-pre-fill-from-dynamics-365-via-fetchxml.md): Configure automatic document population using MS Dynamics 365 data.
- [Send documents to MS Dynamics 365 contacts bot](https://support.altaflow.com/en/articles/12648178-send-documents-to-ms-dynamics-365-contacts-bot.md): Automatically send altaFlow documents to MS Dynamics 365 contacts. Learn how to configure the bot, set up lookups, and use Smart Links to pre-fill data.
- [Update Dynamics 365 records](https://support.altaflow.com/en/articles/12648211-update-dynamics-365-records.md): Automatically update cloud business records with completed document data.
- [Use case: Pre-fill from Dynamics 365 records bot + Power Automate connector](https://support.altaflow.com/en/articles/12648243-use-case-pre-fill-from-dynamics-365-records-bot-power-automate-connector.md): Automate document pre-filling and sending using cloud workflow integration.
- [Create NetSuite records](https://support.altaflow.com/en/articles/12648295-create-netsuite-records.md): Automatically create new NetSuite records from altaFlow completed documents. Map document fields to NetSuite record types and configure the bot in workflows.
- [Export to NetSuite bot](https://support.altaflow.com/en/articles/12648378-export-to-netsuite-bot.md): Automatically transfer completed documents to NetSuite records as files or attachments.
- [Invoke NetSuite workflow on documents completion](https://support.altaflow.com/en/articles/12648433-invoke-netsuite-workflow-on-documents-completion.md): Automatically trigger a NetSuite workflow when documents are completed by recipients.
- [Notify NetSuite contacts on documents completion](https://support.altaflow.com/en/articles/12648463-notify-netsuite-contacts-on-documents-completion.md): Send email notifications to NetSuite contacts when altaFlow documents are completed. Notify project stakeholders automatically with document view links.
- [Notify NetSuite contacts on documents opening bot](https://support.altaflow.com/en/articles/12733156-notify-netsuite-contacts-on-documents-opening-bot.md): Send email notifications to NetSuite contacts when altaFlow documents are opened. Alert stakeholders the moment clients start reviewing tickets or contracts.
- [Pre-fill from NetSuite records bot](https://support.altaflow.com/en/articles/12733192-pre-fill-from-netsuite-records-bot.md): Automatically populate documents with data from NetSuite records.
- [Pre-fill NetSuite record attachments bot](https://support.altaflow.com/en/articles/12733213-pre-fill-netsuite-record-attachments-bot.md): Automatically import attachments from NetSuite records into placeholder documents.
- [Send documents to NetSuite contacts bot](https://support.altaflow.com/en/articles/12733227-send-documents-to-netsuite-contacts-bot.md): Automatically send documents to contacts using email or phone from NetSuite.
- [Update NetSuite records bot](https://support.altaflow.com/en/articles/12733259-update-netsuite-records-bot.md): Automatically update enterprise business records with completed document information.
- [Create Pipedrive records bot](https://support.altaflow.com/en/articles/12731322-create-pipedrive-records-bot.md): Automatically create new Pipedrive records and populate their fields with data from completed documents.
- [Pre-fill from Pipedrive records bot](https://support.altaflow.com/en/articles/12731349-pre-fill-from-pipedrive-records-bot.md): Configure automatic document pre-filling with data from Pipedrive records.
- [Pre-fill Pipedrive record attachments bot](https://support.altaflow.com/en/articles/12731399-pre-fill-pipedrive-record-attachments-bot.md): Import Pipedrive record attachments into altaFlow document placeholders automatically. Merge files into a single PDF triggered from custom buttons.
- [Send documents to the Pipedrive contacts bot](https://support.altaflow.com/en/articles/12731427-send-documents-to-the-pipedrive-contacts-bot.md): Automatically send documents to contacts using email or phone from Pipedrive.
- [Update Pipedrive records bot](https://support.altaflow.com/en/articles/12731444-update-pipedrive-records-bot.md): Automatically update sales CRM records with completed document data.
- [Create QuickBooks records bot](https://support.altaflow.com/en/articles/12731196-create-quickbooks-records-bot.md): Automatically create records in QuickBooks and populate fields with completed document data.
- [Export to QuickBooks record bot](https://support.altaflow.com/en/articles/12731210-export-to-quickbooks-record-bot.md): Upload and attach completed documents to QuickBooks records automatically.
- [Pre-fill from QuickBooks bot](https://support.altaflow.com/en/articles/12731233-pre-fill-from-quickbooks-bot.md): Auto-populate PDF, DOCX, and HTML documents with QuickBooks record data. Map fields, set lookup criteria, and pre-fill invoices when recipients open them.
- [Update QuickBooks records bot](https://support.altaflow.com/en/articles/12731271-update-quickbooks-records-bot.md): Automatically modify accounting software records based on form submissions.
- [Export to Salesforce bot](https://support.altaflow.com/en/articles/12692774-export-to-salesforce-bot.md): Automate document uploads with the Export to Salesforce bot. Learn how to attach files to records, configure lookups, and set up Audit Fields for ownership.
- [Invoke Salesforce process on document completion bot](https://support.altaflow.com/en/articles/12692811-invoke-salesforce-process-on-document-completion-bot.md): Update Salesforce record fields when altaFlow documents are completed. Map document data to base or related objects — no manual entry after signing.
- [Pre-fill dropdowns from Salesforce bot](https://support.altaflow.com/en/articles/12692854-pre-fill-dropdowns-from-salesforce-bot.md): Populate document dropdowns with data from your CRM system automatically.
- [Pre-fill from Salesforce records bot](https://support.altaflow.com/en/articles/12693018-pre-fill-from-salesforce-records-bot.md): Set up automatic document population with Salesforce data.
- [Send documents to Salesforce contacts bot](https://support.altaflow.com/en/articles/12693027-send-documents-to-salesforce-contacts-bot.md): Automatically send documents to Salesforce contacts using their stored email or phone number.
- [Update Salesforce record](https://support.altaflow.com/en/articles/12871698-update-salesforce-record.md): Automatically transfer completed document data to existing Salesforce records by mapping fields and configuring record lookups.
- [Pre-fill fields from Salesforce via SOQL bot](https://support.altaflow.com/en/articles/15959032-pre-fill-fields-from-salesforce-via-soql-bot.md): Use the altaFlow Pre-fill from Salesforce via SOQL bot to run a query, find a matching record, and auto-fill document fields with Salesforce data.
- [Update Salesforce records via SOQL bot](https://support.altaflow.com/en/articles/16003341-update-salesforce-records-via-soql-bot.md): Automatically update Salesforce records with data from completed documents using SOQL queries in altaFlow.
- [Create SharePoint list records](https://support.altaflow.com/en/articles/12690320-create-sharepoint-list-records.md): Automatically attach completed documents to HubSpot records after recipients sign.
- [Export to SharePoint Excel file bot](https://support.altaflow.com/en/articles/12690339-export-to-sharepoint-excel-file-bot.md): Export completed document field values to an Excel spreadsheet stored on SharePoint.
- [Export to SharePoint list record bot](https://support.altaflow.com/en/articles/12690361-export-to-sharepoint-list-record-bot.md): Export and attach completed documents to SharePoint list records automatically.
- [Pre-fill from SharePoint list records](https://support.altaflow.com/en/articles/12690378-pre-fill-from-sharepoint-list-records.md): Automatically import SharePoint list data into altaFlow documents. Learn to configure the Pre-fill bot, map fields, and set up record lookups to save time.
- [Pre-fill SharePoint files bot](https://support.altaflow.com/en/articles/12690416-pre-fill-sharepoint-files-bot.md): Automate document imports with the Pre-fill SharePoint files bot. Learn to configure placeholders, set up custom buttons, and attach records effortlessly.
- [Save to SharePoint folder bot](https://support.altaflow.com/en/articles/12690855-save-to-sharepoint-folder-bot.md): Automatically save completed documents to a SharePoint folder.
- [Update SharePoint list records bot](https://support.altaflow.com/en/articles/12690949-update-sharepoint-list-records-bot.md): Update SharePoint list records with the altaFlow Update SharePoint list records bot. Map document fields to records and auto-update on completion.
- [Use case: Pre-fill from SharePoint list records bot +Power Automate connector](https://support.altaflow.com/en/articles/12690968-use-case-pre-fill-from-sharepoint-list-records-bot-power-automate-connector.md): Automate document pre-filling and sending from cloud list data.
- [Send webhook on documents opening](https://support.altaflow.com/en/articles/12689331-send-webhook-on-documents-opening.md): Send webhooks to your service the moment altaFlow documents are opened. Track engagement in real time, subscribe with REST API, and trigger downstream systems.
- [Send webhook on documents completion bot](https://support.altaflow.com/en/articles/12689341-send-webhook-on-documents-completion-bot.md): Send webhooks to your service when altaFlow documents are completed. Subscribe with REST API, receive POST callbacks, and integrate with any external system.
- [Run workflow from external event](https://support.altaflow.com/en/articles/12689379-run-workflow-from-external-event.md)
- [Invoke UiPath process on document completion bot](https://support.altaflow.com/en/articles/12689505-invoke-uipath-process-on-document-completion-bot.md): Trigger UiPath robots and automation processes when altaFlow documents are completed. Pass document field data as arguments to your UiPath workflows via Orchestrator.
- [Pre-fill from UiPath records bot](https://support.altaflow.com/en/articles/12689536-pre-fill-from-uipath-records-bot.md): Populate documents with data from UiPath records automatically.
- [Create Freshservice records bot](https://support.altaflow.com/en/articles/12689389-create-freshservice-records-bot.md): Automate record creation in Freshservice directly from your workflow documents.
- [Notify MS Teams contacts on documents completion bot](https://support.altaflow.com/en/articles/12689405-notify-ms-teams-contacts-on-documents-completion-bot.md): Send Microsoft Teams notifications when altaFlow documents are completed. Auto-post updates to team channels with recipient details for real-time collaboration.
- [Notify MS Teams contacts on documents opening](https://support.altaflow.com/en/articles/12689424-notify-ms-teams-contacts-on-documents-opening.md): Send Microsoft Teams notifications when recipients open altaFlow documents. Post to team channels the moment prospects or clients engage with contracts.
- [Pre-fill from Excel spreadsheets bot](https://support.altaflow.com/en/articles/12689437-pre-fill-from-excel-spreadsheets-bot.md): Automatically populate documents with Excel spreadsheet data.
- [Pre-fill from monday.com bot](https://support.altaflow.com/en/articles/12689461-pre-fill-from-monday-com-bot.md): Pre-fill altaFlow documents with data from monday.com boards. Connect via API key, map columns to fields, and auto-populate quotes, contracts, or forms.
- [Pre-fill from MySQL bot](https://support.altaflow.com/en/articles/12689470-pre-fill-from-mysql-bot.md): Connect altaFlow to MySQL databases to auto-populate document fields from tables. Supports single-line and table pre-fill modes with lookup matching.
- [ServiceNow bots](https://support.altaflow.com/en/articles/12689478-servicenow-bots.md): Automate ITSM processes with altaFlow's ServiceNow bots. Learn how to connect via OAuth, map fields, and create, update, or pre-fill records instantly.
- [Save to OneDrive folder bot](https://support.altaflow.com/en/articles/14623875-save-to-onedrive-folder-bot.md): Automatically upload completed documents to your OneDrive for document management.
- [Add tags bot](https://support.altaflow.com/en/articles/12638374-add-tags-bot.md): Automatically tag altaFlow documents with custom labels based on workflow conditions. Categorize completed documents for filtering, search, and reporting.
- [Add watermark bot](https://support.altaflow.com/en/articles/12638402-add-watermark-bot.md): Add watermarks to altaFlow documents automatically. Apply text or image watermarks to completed documents based on workflow conditions.
- [Create technical revision bot](https://support.altaflow.com/en/articles/12638423-create-technical-revision-bot.md): Create scheduled or delayed technical revisions in altaFlow workflows. Trigger downstream bots automatically without a human recipient — perfect for automation loops.
- [AI Data Extraction bot](https://support.altaflow.com/en/articles/12638451-ai-data-extraction-bot.md): Extract data from documents automatically with altaFlow AI. Convert unstructured PDFs and images into structured fields for downstream processing.
- [Email on documents completion bot](https://support.altaflow.com/en/articles/12638542-email-on-documents-completion-bot.md): Send email notifications when altaFlow documents are completed. Attach files, CSV field data, or ZIP archives to notify admins, signers, or custom emails.
- [Email on documents opening](https://support.altaflow.com/en/articles/12638929-email-on-documents-opening.md): Get email alerts the moment recipients open altaFlow documents. Notify sales, legal, or admin teams in real time when clients start reviewing a contract.
- [Fax completed documents bot](https://support.altaflow.com/en/articles/12638976-fax-completed-documents-bot.md): Fax completed altaFlow documents automatically to any number. Configure recipient phone, custom cover page message, and document selection in workflows.
- [Forbid declining revision bot](https://support.altaflow.com/en/articles/12639299-forbid-declining-revision-bot.md): Prevent altaFlow signers from declining document revisions. Hide the Decline option in Other Actions to ensure recipients accept, edit, or discuss proposed changes.
- [Forbid discarding changes bot](https://support.altaflow.com/en/articles/12639317-forbid-discarding-changes-bot.md): Prevent altaFlow signers from accidentally discarding changes during document signing. Hide the Discard option in Other Actions for safer, cleaner sessions.
- [Forbid saving as draft bot](https://support.altaflow.com/en/articles/12639348-forbid-saving-as-draft-bot.md): Prevent recipients from saving documents as drafts during signing sessions.
- [Hide signatures](https://support.altaflow.com/en/articles/12639460-hide-signatures.md): Hide signatures and initials from other users during multi-person signing sessions.
- [Merge completed documents to PDF bot](https://support.altaflow.com/en/articles/12639473-merge-completed-documents-to-pdf-bot.md): Merge multiple completed altaFlow documents into a single PDF and export to cloud storage. Consolidate contracts, HR packs, or compliance records automatically.
- [Pre-fill autonumbers bot](https://support.altaflow.com/en/articles/12639529-pre-fill-autonumbers-bot.md): Generate and populate unique autonumbers in document fields automatically.
- [Pre-fill from another workflow bot](https://support.altaflow.com/en/articles/12639577-pre-fill-from-another-workflow-bot.md): Pre-fill documents with data from completed documents in other workflows.
- [Pre-fill from doc to doc bot](https://support.altaflow.com/en/articles/12639628-pre-fill-from-doc-to-doc-bot.md): Automatically transfer completed document data to other documents in workflow.
- [Pre-fill with custom values bot](https://support.altaflow.com/en/articles/12639657-pre-fill-with-custom-values-bot.md): Pre-fill altaFlow document fields with custom values, formulas, or recipient-based dynamic data. Apply fixed values to single fields or table columns.
- [Redirect recipients to website](https://support.altaflow.com/en/articles/12639681-redirect-recipients-to-website.md): Automatically redirect recipients to a specified website URL after they finish filling out documents.
- [Rename document bot](https://support.altaflow.com/en/articles/12639775-rename-document-bot.md): Automatically rename altaFlow documents based on field values. Apply dynamic naming rules to completed documents for organization.
- [Rename workflow instances on completion bot](https://support.altaflow.com/en/articles/12640078-rename-workflow-instances-on-completion-bot.md): Automatically rename workflow instances when documents are completed.
- [Rename workflow instances during signing process bot](https://support.altaflow.com/en/articles/12640091-rename-workflow-instances-during-signing-process-bot.md): Automatically rename workflow instances based on document field data while recipients are filling out documents.
- [Remind recipients to complete documents](https://support.altaflow.com/en/articles/12640126-remind-recipients-to-complete-documents.md): Send automated reminders to recipients to complete outstanding documents.
- [Revoke access to role bot](https://support.altaflow.com/en/articles/12640139-revoke-access-to-role-bot.md): Automatically revoke document access from users when a document is completed.
- [Remind to run workflow bot](https://support.altaflow.com/en/articles/12640184-remind-to-run-workflow-bot.md): Send scheduled reminder emails when it's time to run an altaFlow workflow. Perfect for recurring HR reviews, quarterly reports, or compliance filings.
- [Send custom reminder bot](https://support.altaflow.com/en/articles/12640196-send-custom-reminder-bot.md): Send custom reminder emails to anyone — even outside the altaFlow workflow — about a sent document. Include one-click view link, schedule delays or repeats.
- [Set signature type](https://support.altaflow.com/en/articles/12640211-set-signature-type.md): Select and configure signature types for document signing fields.
- [Show conditional document bot](https://support.altaflow.com/en/articles/12640220-show-conditional-document-bot.md): Show or hide altaFlow workflow documents based on field values. Configure conditional document visibility for dynamic workflows.
- [Split PDF Document bot](https://support.altaflow.com/en/articles/12640238-split-pdf-document-bot.md): Split large altaFlow PDF documents into smaller sections or specific pages before exporting to cloud storage. Automate multi-stakeholder document routing.
- [Add autostart to your workflow](https://support.altaflow.com/en/articles/12637964-add-autostart-to-your-workflow.md): Generate and manage public links to send workflows from CRM automation tools.
- [Scheduled start from Excel file](https://support.altaflow.com/en/articles/12638110-scheduled-start-from-excel-file.md): Automate document creation on a schedule using data from uploaded Excel spreadsheets to pre-fill fields.
- [Send documents after Google Sheets update](https://support.altaflow.com/en/articles/12638119-send-documents-after-google-sheets-update.md): Automatically send documents triggered by spreadsheet updates in Google Sheets.
- [Send documents after Microsoft 365 Excel update](https://support.altaflow.com/en/articles/12638146-send-documents-after-microsoft-365-excel-update.md): Automatically send documents triggered by spreadsheet updates in Excel.
- [Start a process scheduled from Airtable](https://support.altaflow.com/en/articles/12638154-start-a-process-scheduled-from-airtable.md): Automatically trigger document workflows when records are created or updated in Airtable.
- [Start a process scheduled from Google Sheets](https://support.altaflow.com/en/articles/12638163-start-a-process-scheduled-from-google-sheets.md): Schedule automatic document sending pre-filled with data from Google Sheets on a recurring basis.
- [Send documents pre-filled with data from another workflow](https://support.altaflow.com/en/articles/12638168-send-documents-pre-filled-with-data-from-another-workflow.md): Trigger document sending with data from another completed workflow.
- [Send documents with Scheduled start](https://support.altaflow.com/en/articles/12638179-send-documents-with-scheduled-start.md): Configure automatic document distribution on a recurring schedule.

## CRM integrations

- [altaFlow for Salesforce: overview, сapabilities, and сommon use cases](https://support.altaflow.com/en/articles/15421374-altaflow-for-salesforce-overview-сapabilities-and-сommon-use-cases.md): altaFlow for Salesforce automates document workflows inside your CRM: generate, send, sign, and update records — no code, no leaving Salesforce.
- [Install altaFlow for Salesforce](https://support.altaflow.com/en/articles/13785889-install-altaflow-for-salesforce.md): Install altaFlow from the Salesforce AppExchange with our complete guide. Learn to configure security settings, add teammates, and set up your workspace.
- [Authorize Salesforce users for altaFlow](https://support.altaflow.com/en/articles/13450533-authorize-salesforce-users-for-altaflow.md): Authorize Salesforce users to access altaFlow. Step-by-step guide to add user profiles, assign permissions, and pre-authorize the Connected App.
- [How to create a custom button to run workflows from Salesforce](https://support.altaflow.com/en/articles/14495402-how-to-create-a-custom-button-to-run-workflows-from-salesforce.md): Add a custom button to any Salesforce layout and let your team trigger altaFlow workflows without leaving the CRM.
- [How to send documents for signature from a Salesforce record](https://support.altaflow.com/en/articles/14734297-how-to-send-documents-for-signature-from-a-salesforce-record.md): Send documents for e-signature directly from a Salesforce record using altaFlow. The signed document is automatically stored back as a Salesforce attachment.
- [Create workflow from Admin Tools in Salesforce](https://support.altaflow.com/en/articles/12682315-create-workflow-from-admin-tools-in-salesforce.md): Create an altaFlow workflow directly from Salesforce Admin Tools. Build, configure, and publish document workflows without leaving your Salesforce org.
- [Configure smart link in Salesforce](https://support.altaflow.com/en/articles/12682188-configure-smart-link-in-salesforce.md): Generate altaFlow smart links in Salesforce. Learn how to set up formula fields, configure Pre-fill bots, and auto-populate documents effortlessly.
- [Send documents in bulk in Salesforce](https://support.altaflow.com/en/articles/12682441-send-documents-in-bulk-in-salesforce.md): Send altaFlow documents to up to 75 Salesforce records at once. Learn how to configure custom buttons for List Views and automate bulk sending effortlessly.
- [Configure the E-mail to Salesforce functionality for altaFlow](https://support.altaflow.com/en/articles/12682230-configure-the-e-mail-to-salesforce-functionality-for-altaflow.md): Configure Email to Salesforce with altaFlow. Learn how to store email copies in Salesforce records, generate document links, and set up custom Apex Classes.
- [Get workflow document data \(JSON format\) in Salesforce](https://support.altaflow.com/en/articles/12682413-get-workflow-document-data-json-format-in-salesforce.md): Convert altaFlow document data to JSON using Salesforce Flow Builder. Learn how to configure Apex actions, set up custom buttons, and streamline processing.
- [Manage Salesforce records data using the bots](https://support.altaflow.com/en/articles/12682458-manage-salesforce-records-data-using-the-bots.md): Manage Salesforce records with altaFlow bots. Automate field updates, record creation, and data sync between documents and Salesforce in real time.
- [Add the Documents component for Salesforce Experience Cloud](https://support.altaflow.com/en/articles/15644505-add-the-documents-component-for-salesforce-experience-cloud.md): Set up the Documents component to display documents for portal visitors directly in Salesforce Experience Cloud
- [Track document progress with Lightning sidebar component](https://support.altaflow.com/en/articles/12682497-track-document-progress-with-lightning-sidebar-component.md): Add the altaFlow Lightning component to Salesforce to track record-related workflows. Learn to filter document statuses and manage revisions effortlessly.
- [\[User guide\] altaFlow for Salesforce](https://support.altaflow.com/en/articles/13259238-user-guide-altaflow-for-salesforce.md): Complete user guide for altaFlow in Salesforce. Learn how to send documents, run workflows, manage records, and track progress from any Salesforce record.
- [altaFlow Dashboard in Salesforce](https://support.altaflow.com/en/articles/16162422-altaflow-dashboard-in-salesforce.md): Track altaFlow documents created in Salesforce from one dashboard. Filter by record, workflow, status, or tag, check statuses, review the audit trail, and reassign recipients.
- [Admin Tools are unavailable due to a lack of permissions in Salesforce](https://support.altaflow.com/en/articles/12916808-admin-tools-are-unavailable-due-to-a-lack-of-permissions-in-salesforce.md): Fix the "More permissions are required" error in altaFlow Admin Tools. Learn how to configure Modify All Data, API, and Apex REST Services to restore access.
- [Admin Tools aren’t working properly on Sandbox](https://support.altaflow.com/en/articles/12917637-admin-tools-aren-t-working-properly-on-sandbox.md): Fix altaFlow connection issues in your Salesforce Sandbox. Learn how to reset custom settings to successfully connect your workspace and admin account today.
- [altaFlow custom buttons aren’t working properly on Sandbox](https://support.altaflow.com/en/articles/12917664-altaflow-custom-buttons-aren-t-working-properly-on-sandbox.md): Missing altaFlow custom buttons in your Salesforce Sandbox? Learn why production buttons fail after a refresh and how to easily recreate them in Admin Tools.
- [Custom buttons failed to be created in Salesforce](https://support.altaflow.com/en/articles/12917715-custom-buttons-failed-to-be-created-in-salesforce.md): Fix custom button creation failures in altaFlow Admin Tools. Learn how to enable the Use Any API Client permission and assign Permission Sets to users.
- [Handle "Can’t run workflow" error message in Salesforce](https://support.altaflow.com/en/articles/12917769-handle-can-t-run-workflow-error-message-in-salesforce.md): Fix altaFlow workflow errors in Salesforce Experience Cloud. Learn how to update Button sharing settings to Public Read Only and restore user access.
- [Handle "Access Denied" error message](https://support.altaflow.com/en/articles/12918087-handle-access-denied-error-message.md): Fix the "Access Denied" error in altaFlow for Salesforce. Pre-authorize user profiles in OAuth policies and activate Salesforce Login remote sites.
- [Handle the "Oops! It's not you, it's us" error when running workflow from Salesforce](https://support.altaflow.com/en/articles/13460717-handle-the-oops-it-s-not-you-it-s-us-error-when-running-workflow-from-salesforce.md): Fix "Oops! It's not you, it's us" error when running altaFlow workflow from Salesforce. Add Salesforce instance IP addresses to user profile Login IP Ranges.
- [Failed to access Admin Tools in Salesforce](https://support.altaflow.com/en/articles/12918113-failed-to-access-admin-tools-in-salesforce.md): Fix the "permissions are still being assigned" error in Admin Tools. Learn how to manually assign the altaFlow Permission Set to restore access.
- [Salesforce pages may overlay after clicking custom buttons](https://support.altaflow.com/en/articles/12918162-salesforce-pages-may-overlay-after-clicking-custom-buttons.md): Fix Salesforce page overlays that appear when clicking altaFlow custom buttons — disable Debug Mode for Lightning Components to resolve.
- [Visualforce cannot connect to Salesforce Visualforce page](https://support.altaflow.com/en/articles/12918192-visualforce-cannot-connect-to-salesforce-visualforce-page.md): Fix altaFlow Lightning component "\[domain name\] refused to connect" error in Salesforce. Disable Clickjack Protection or add a trusted Visualforce domain.
- [Fix workspace connection error caused by Salesforce API limits](https://support.altaflow.com/en/articles/12918201-fix-workspace-connection-error-caused-by-salesforce-api-limits.md): Fix "workspace fails to connect" error in altaFlow for Salesforce caused by API request limits. Check Salesforce API Usage in System Overview.
- [Fix"Oauth\_approval\_error\_generic''error in Salesforce](https://support.altaflow.com/en/articles/14838071-fix-oauth_approval_error_generic-error-in-salesforce.md): Getting OAUTH\_APPROVAL\_ERROR\_GENERIC in altaFlow Salesforce integration? Upgrade to v3.77+ or ask your admin to install the Connected App globally.
- [Why you shouldn't connect the same Salesforce account twice](https://support.altaflow.com/en/articles/14844431-why-you-shouldn-t-connect-the-same-salesforce-account-twice.md): Connecting the same Salesforce account twice breaks integrations due to single-use OAuth tokens. Learn the cause and how to fix duplicate connections fast.
- [Install altaFlow for MS Dynamics 365](https://support.altaflow.com/en/articles/12688346-install-altaflow-for-ms-dynamics-365.md): Install the application for MS Dynamics 365 from AppSource or a ZIP file.
- [Admin tools in MS Dynamics 365](https://support.altaflow.com/en/articles/12688355-admin-tools-in-ms-dynamics-365.md): Configure workspace access, custom buttons, and workflow settings in MS Dynamics 365 admin tools.
- [altaFlow Dashboard in MS Dynamics 365](https://support.altaflow.com/en/articles/12688361-altaflow-dashboard-in-ms-dynamics-365.md): Track, manage, and filter documents sent from MS Dynamics 365 using the dashboard.
- [altaFlow User permissions](https://support.altaflow.com/en/articles/12688370-altaflow-user-permissions.md): Assign user roles to enable access to application features in MS Dynamics 365.
- [Custom buttons in MS Dynamics 365](https://support.altaflow.com/en/articles/12688377-custom-buttons-in-ms-dynamics-365.md): Set up custom buttons in MS Dynamics 365 to quickly trigger specific workflows from entity records.
- [Run workflows in MS Dynamics 365](https://support.altaflow.com/en/articles/12688384-run-workflows-in-ms-dynamics-365.md): Discover multiple methods to run workflows from MS Dynamics 365 including custom buttons, batching, and Power Automate.
- [Run workflows in batches](https://support.altaflow.com/en/articles/12688398-run-workflows-in-batches.md): Create multiple workflows in batches from MS Dynamics 365 records with a single action.
- [Select specific workflows to run from MS Dynamics 365](https://support.altaflow.com/en/articles/12688411-select-specific-workflows-to-run-from-ms-dynamics-365.md): Allow users to select and run specific workflows from MS Dynamics 365 instead of using a single predefined workflow.
- [altaFlow integration with MS Dynamics 365 workflow](https://support.altaflow.com/en/articles/12688417-altaflow-integration-with-ms-dynamics-365-workflow.md): Set up workflow integration to run workflows automatically from MS Dynamics 365 using an integration user account.
- [Create smart links in MS Dynamics 365](https://support.altaflow.com/en/articles/12688429-create-smart-links-in-ms-dynamics-365.md): Create public links in MS Dynamics 365 workflows or Power Automate to launch pre-filled workflows with record data.
- [altaFlow auto-provision for MS Dynamics 365](https://support.altaflow.com/en/articles/12688448-altaflow-auto-provision-for-ms-dynamics-365.md): Set up OAuth authentication to automatically provision users from Azure Active Directory.
- [\[User guide\] altaFlow for MS Dynamics 365](https://support.altaflow.com/en/articles/13488989-user-guide-altaflow-for-ms-dynamics-365.md): Download and install the integration to configure automated document workflows in Dynamics 365.
- [How to install the altaFlow bundle in NetSuite](https://support.altaflow.com/en/articles/12688471-how-to-install-the-altaflow-bundle-in-netsuite.md): Install the altaFlow bundle in NetSuite to automate document workflows and e-signatures.
- [altaFlow bundle configuration](https://support.altaflow.com/en/articles/12688473-altaflow-bundle-configuration.md): Configure the bundle for NetSuite with token authentication and user permissions.
- [altaFlow Admin tools in NetSuite](https://support.altaflow.com/en/articles/12688490-altaflow-admin-tools-in-netsuite.md): Manage admin tools, workflows, and team access for NetSuite integration.
- [altaFlow Dashboard in NetSuite](https://support.altaflow.com/en/articles/12688518-altaflow-dashboard-in-netsuite.md): Monitor and manage document status from NetSuite using the dashboard with filtering and detailed tracking capabilities.
- [Create and run NetSuite workflow](https://support.altaflow.com/en/articles/12688535-create-and-run-netsuite-workflow.md): Build a NetSuite document workflow in altaFlow and run it from any record. Step-by-step setup — add documents, configure steps, launch in NetSuite.
- [Create smart link in NetSuite](https://support.altaflow.com/en/articles/12688551-create-smart-link-in-netsuite.md): Generate and share smart links to workflows in NetSuite records automatically.
- [Custom buttons in NetSuite](https://support.altaflow.com/en/articles/12688570-custom-buttons-in-netsuite.md): Create custom buttons in NetSuite records to trigger workflow automation.
- [\[User guide\] altaFlow for Netsuite](https://support.altaflow.com/en/articles/13488853-user-guide-altaflow-for-netsuite.md): Automate document creation from spreadsheet data on a schedule with pre-filled information.
- [Netsuite address creation](https://support.altaflow.com/en/articles/14483722-netsuite-address-creation.md): A step-by-step guide on using custom entity fields and a workflow action script to seamlessly integrate external bot data into the native NetSuite address book.
- [Handle the "Attachments folder doesn't exist or was deleted" error in Export to NetSuite bot](https://support.altaflow.com/en/articles/14725294-handle-the-attachments-folder-doesn-t-exist-or-was-deleted-error-in-export-to-netsuite-bot.md): Resolve the Attachments folder configuration in the altaFlow App Settings record when running the Export to NetSuite bot.
- [Install altaFlow for SharePoint](https://support.altaflow.com/en/articles/12682082-install-altaflow-for-sharepoint.md): Install the SharePoint integration to automate data transfers between SharePoint lists and document workflows.
- [Admin tools in SharePoint](https://support.altaflow.com/en/articles/12682086-admin-tools-in-sharepoint.md): Master altaFlow Admin tools in SharePoint. Learn how to configure accounts, manage workspaces, invite teammates, and set up custom workflow buttons today.
- [Custom buttons in SharePoint](https://support.altaflow.com/en/articles/12682089-custom-buttons-in-sharepoint.md): Learn how to set up custom buttons in SharePoint to instantly run altaFlow workflows. Follow our guide to configure actions, attach files, and assign lists.
- [Dashboard in SharePoint](https://support.altaflow.com/en/articles/12682095-dashboard-in-sharepoint.md): Track and manage altaFlow documents in SharePoint with the intuitive Dashboard. Learn how to filter statuses, audit document activity, and manage revisions easily.
- [Run workflows in batches from SharePoint](https://support.altaflow.com/en/articles/12682109-run-workflows-in-batches-from-sharepoint.md): Streamline your SharePoint processes with altaFlow batching. Follow our guide to set up custom buttons and run multiple workflows with a single click.
- [Create smart links in SharePoint](https://support.altaflow.com/en/articles/12682152-create-smart-links-in-sharepoint.md): Generate altaFlow smart links in SharePoint using Power Automate. Follow our guide to automate public links for pre-filled forms directly from your records.
- [\[User guide\] altaFlow for SharePoint](https://support.altaflow.com/en/articles/13489444-user-guide-altaflow-for-sharepoint.md): Learn to automate workflows, prefill documents, collect signatures, and update lists seamlessly.
- [Install altaFlow for Pipedrive](https://support.altaflow.com/en/articles/12682660-install-altaflow-for-pipedrive.md): Automate your workflows by installing the altaFlow integration for Pipedrive. Follow our step-by-step guide to easily add and authorize the app today.
- [Uninstall altaFlow from Pipedrive](https://support.altaflow.com/en/articles/12682672-uninstall-altaflow-from-pipedrive.md): Need to remove altaFlow from Pipedrive? Follow this quick, step-by-step guide to completely uninstall the app from your organization's Marketplace.
- [\[User guide\] altaFlow for Pipedrive](https://support.altaflow.com/en/articles/13489855-user-guide-altaflow-for-pipedrive.md): Complete guide to the altaFlow integration for Pipedrive — install the app, connect your workspace, and run workflows directly from Pipedrive records.
- [Account management in Pipedrive](https://support.altaflow.com/en/articles/12682824-account-management-in-pipedrive.md): Manage your altaFlow admin account settings with ease. Learn how to update your full name, change your password, or connect a new administrator account.
- [Custom buttons in Pipedrive](https://support.altaflow.com/en/articles/12682856-custom-buttons-in-pipedrive.md): Create custom buttons in Pipedrive to run altaFlow workflows on single records or lists and automate document creation from the CRM.
- [Dashboard in Pipedrive](https://support.altaflow.com/en/articles/12682869-dashboard-in-pipedrive.md): Explore the altaFlow Dashboard in Pipedrive.
- [Setup Wizard in Pipedrive](https://support.altaflow.com/en/articles/12682875-setup-wizard-in-pipedrive.md): Connect your altaFlow workspace to Pipedrive in just a few steps. Learn how to register an admin account, manage settings, and access Admin tools.
- [Teammates in Pipedrive](https://support.altaflow.com/en/articles/12682882-teammates-in-pipedrive.md): Easily invite Pipedrive teammates to your altaFlow workspace. Grant instant access without requiring separate logins.
- [Manage workflows in Pipedrive](https://support.altaflow.com/en/articles/12682891-manage-workflows-in-pipedrive.md): Manage your altaFlow workflows directly from the Admin Tools panel. Learn how to instantly create new processes, view existing ones, and copy workflow IDs.
- [Workspace management in Pipedrive](https://support.altaflow.com/en/articles/12682904-workspace-management-in-pipedrive.md): Learn how to disconnect your workspace and update your company details in a few easy steps.
- [Create altaFlow documents using a Hubspot smart link](https://support.altaflow.com/en/articles/12688614-create-altaflow-documents-using-a-hubspot-smart-link.md): Run altaFlow workflows directly from HubSpot records. Learn how to configure smart links, set up custom code automation, and use Pre-fill bots.
- [Run altaFlow workflows automatically without leaving HubSpot](https://support.altaflow.com/en/articles/12688637-run-altaflow-workflows-automatically-without-leaving-hubspot.md): Learn how to automatically trigger altaFlow workflows from HubSpot. Follow our admin guide to configure custom code, API tokens, and automation triggers.
- [Generate the UiPath app ID and app secret](https://support.altaflow.com/en/articles/12676832-generate-the-uipath-app-id-and-app-secret.md): Set up altaFlow bots for UiPath with ease. Learn how to generate your App ID and App secret, define API access scopes, and configure the redirect URL.
- [Install altaFlow app for UiPath](https://support.altaflow.com/en/articles/12676841-install-altaflow-app-for-uipath.md): Discover how to install and configure the altaFlow activity in UiPath. Follow our step-by-step guide to manage packages and build automated processes.
- [Save altaFlow credentials inside UiPath](https://support.altaflow.com/en/articles/12676854-save-altaflow-credentials-inside-uipath.md): Learn how to save your altaFlow credentials in UiPath Orchestrator. Follow this step-by-step guide to create Credential assets and simplify your workflows.
- [Set up the UiPath process for creating documents](https://support.altaflow.com/en/articles/12680452-set-up-the-uipath-process-for-creating-documents.md): Automate document creation in altaFlow with UiPath. Discover how to configure the Application Scope, manage credentials, and trigger workflows seamlessly.
- [\[User guide\] altaFlow for UiPath](https://support.altaflow.com/en/articles/13489666-user-guide-altaflow-for-uipath.md): Learn how to install, configure, and seamlessly automate your work processes directly in UiPath.

## Documents management

- [Export all documents data](https://support.altaflow.com/en/articles/12676312-export-all-documents-data.md): Export field data from any altaFlow workflow as a CSV file — get a full report by email for analysis, archiving, or comparing stages.
- [How to export document metadata](https://support.altaflow.com/en/articles/15473550-how-to-export-document-metadata.md): Download a CSV file with key details about your documents.
- [Manage documents \[mobile app\]](https://support.altaflow.com/en/articles/12676341-manage-documents-mobile-app.md)
- [Check document status](https://support.altaflow.com/en/articles/12676346-check-document-status.md): Learn how to track the status and progress of sent documents.
- [Document management](https://support.altaflow.com/en/articles/12676822-document-management.md): Manage your documents effortlessly. Learn how to track documents statuses, use bulk actions, and download or filter your digital files with ease.
- [Custom widgets](https://support.altaflow.com/en/articles/12675109-custom-widgets.md)
- [Default widgets](https://support.altaflow.com/en/articles/12675119-default-widgets.md): Explore the default widgets available for use in your web forms.

## Billing

- [How altaFlow pricing works](https://support.altaflow.com/en/articles/17059758-how-altaflow-pricing-works.md): See how altaFlow pricing works — plan features and annual document volume are billed separately, with lower per-document costs at higher tiers.
- [What counts as a document](https://support.altaflow.com/en/articles/16798521-what-counts-as-a-document.md): Learn what counts as a document in altaFlow — one document equals one workflow run, regardless of files, recipients, or revisions inside it.
- [Plans comparison](https://support.altaflow.com/en/articles/17059777-plans-comparison.md): Compare altaFlow Standard, Advanced, and Enterprise plans — features, bots, automations, SSO, API, and CRM access side by side.
- [Paused workflows after a plan change](https://support.altaflow.com/en/articles/17059854-paused-workflows-after-a-plan-change.md): When your altaFlow plan changes, workflows using features not in the new plan pause — sent documents finish, but new runs stop until fixed.
- [altaFlow pricing model](https://support.altaflow.com/en/articles/12674993-altaflow-pricing-model.md): Explore the available pricing plans and what each plan includes.
- [Cancel subscription](https://support.altaflow.com/en/articles/12675053-cancel-subscription.md): Learn how to cancel your subscription and what happens to your data afterward.
- [Renew subscription](https://support.altaflow.com/en/articles/12675064-renew-subscription.md): Learn how to renew your subscription and manage renewal settings.
- [Subscription life cycle](https://support.altaflow.com/en/articles/12675070-subscription-life-cycle.md): See the altaFlow annual subscription renewal schedule — charge attempts, grace period, workspace lock, and permanent deletion timelines.
- [Credits](https://support.altaflow.com/en/articles/12675004-credits.md): Understand how credits work, how they are consumed, and how to manage them.

## F.A.Q.

- [Documents and eSignature](https://support.altaflow.com/en/articles/13223843-documents-and-esignature.md): Understand document features, supported formats, signature tracking, fillable fields, and API capabilities.
- [Data Privacy](https://support.altaflow.com/en/articles/13224950-data-privacy.md): Understand data privacy, encryption, security compliance, and account deletion procedures.
- [Dashboard](https://support.altaflow.com/en/articles/13229646-dashboard.md): Answers to common altaFlow Dashboard questions — analytics widget limits, interface language, signing session languages, and support options.
- [Bots](https://support.altaflow.com/en/articles/13229784-bots.md): Learn how bots automate workflows, receive notifications, and integrate with cloud services and CRMs.
- [Workflows and documents](https://support.altaflow.com/en/articles/13287395-workflows-and-documents.md): Learn about workflows and documents, including how to manage, edit, and configure them for your business processes.

## Assistant

- [What is the Assistant](https://support.altaflow.com/en/articles/15286471-what-is-the-assistant.md)
- [What data the Assistant can access](https://support.altaflow.com/en/articles/15286496-what-data-the-assistant-can-access.md): See what data the altaFlow Assistant can query — documents, workflow steps, teammates, and bot executions — and what stays out of reach.
- [How to use the Assistant](https://support.altaflow.com/en/articles/15286507-how-to-use-the-assistant.md)
- [What to ask the Assistant](https://support.altaflow.com/en/articles/15327734-what-to-ask-the-assistant.md)
- [Security and data handling](https://support.altaflow.com/en/articles/15327756-security-and-data-handling.md)
- [Share feedback or report an issue](https://support.altaflow.com/en/articles/15327797-share-feedback-or-report-an-issue.md)
- [Frequently asked questions](https://support.altaflow.com/en/articles/15327864-frequently-asked-questions.md)

## Signing documents

- [Complete documents](https://support.altaflow.com/en/articles/12608166-complete-documents.md): Complete altaFlow documents sent to you — receive documents by email or link, navigate pages, fill in fields, sign, and finish the signing session.
- [Mobile signing session](https://support.altaflow.com/en/articles/12608279-mobile-signing-session.md): Receive, fill, and sign altaFlow documents on mobile. Navigate fields, add e-signatures and initials, and track completion progress on any device.
- [Access documents assigned to you](https://support.altaflow.com/en/articles/12676302-access-documents-assigned-to-you.md): Access documents assigned to you in the altaFlow Inbox. Filter by All, Waiting for me, or Completed tabs to find and complete tasks quickly.