Overview
Document Flows allow you to send one or more documents to customers through a single link. Unlike Quotes and Confirmations, Document Flows do not update the project status, making them useful for collecting signatures, acknowledgements, or additional information at any stage of the move process.
Common use cases include:
- Valuation coverage selections
- Packing service agreements
- Credit card authorization forms
- Customer acknowledgements
- Claims documentation
- Review requests
Accessing Document Flows
Navigate to Settings → Documents → Document Flows.
Before You Begin
Before creating a Document Flow, you'll need:
- A Document Template
- An Email Template, if sending the flow by email
- An SMS Template, if sending the flow by text message
Note: The selected email or SMS template must contain the {DOCUMENT_FLOW_URL} variable. This variable generates the link customers use to access and complete the Document Flow.
Create a Document Flow
- Navigate to Settings → Documents → Document Flows.
- Click Create Document Flow.
- Complete the following settings:
| Setting | Description |
|---|---|
| Name | Internal name for the Document Flow. |
| Description | Optional description of the flow's purpose. |
| Default Email Template | Email template used when sending the flow. |
| Set Expiration | Automatically expire the flow after a specified period. |
| Attach Documents as PDFs | Include PDF copies of the documents in the email. |
| SMS Delivery | Allow the flow to be sent via text message. |
| Project Types | Select which project types can use this flow. |
| Assign to All New Project Types | Automatically assign the flow to future project types. |
Add Documents to the Flow
After creating the Document Flow:
- Open the flow.
- Click Add Step.
- Select a Document Template.
- Repeat as needed to add additional documents.
Documents will be presented to customers in the order they appear in the flow.
Related Articles
- Document Flows: Sending and Managing Document Flows
- Troubleshooting Document Flows
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