FLOW Steps Breakdown

Understanding every FLOW Step

FLOWs are automated sequences you can build with FLOW Steps.

Each FLOW Step acts as a different "page" within the FLOW and each has its own unique function.

All Steps have the ability to add custom content which you can add with a standard WYSIWYG editor. You can also add Placeholders by clicking the {x} icon.

CLICK HERE to learn about FLOWs

CLICK HERE to learn about Dynamic Data Placeholders

You can add a FLOW Step and create them as compulsory Steps or optional Steps.  To make any Step optional, simply toggle the button to 'Allow this Step to be skipped'.

IMPORTANT: When a Step is skipped, the Step will be considered "complete" and any configured Automations for that Step will be fired.

You can select any combination from the following FLOW Steps;

Read & eSign

This Step will create a page with an  eSign Signature Pad. 

Click Edit content for user to Read & eSign to configure the contents of the Step page, which will appear above the signing area. A modal with a standard WYSIWYG editor will appear.

Custom Confirmation Message: This is the message that will appear above the Name field and the Signature Pad.

IMPORTANT: The {{ signatureText }} Placeholder automatically fills in when the Contact types in their name. If you do not include this Placeholder, their name will not appear within this message.

What the Contact sees

The Contact must type their name to eSign or they can click the Sign tab and draw in their signature.

Once the FLOW Step is completed a copy of the Read & Sign Document and Audit Trail will be available in Office>Documents.

 If you add this Step but it is not compulsory you can toggle 'Allow this FLOW step to be skipped'.

Content / Embed

This Step will create a page with custom content with no input required from your Contact. You can use it to display information, embed videos for them to watch, etc. If it is not a compulsory step you can toggle 'Allow this FLOW step to be skipped'.

Click  Edit content for user to configure the contents of the Step page. A modal with a standard WYSIWYG editor will appear.

File Upload

This Step will create a page with a File Upload prompt. It will require your Contact to upload at least one File to continue unless 'Allow This Flow Step to be skipped' is toggled.

By default, the File will be uploaded to the Contact's Submitted by Client folder. If you would like to have the File uploaded into a specific folder, click Choose Folder and select the folder within the modal.

TIP: Files uploaded from a FLOW can always be found in Files > Client Files > [Name of Client] > Submitted by Client > FLOWs. You can also find them by viewing the FLOW's Submissions.

CLICK HERE to learn about FLOW Submissions

Click Edit content for File Upload to configure the contents of the Step page. A modal with a standard WYSIWYG editor will appear.

What the Contact sees

The Contact can either drag and drop the Files into the perforated space, or they can click Select Files to manually select them.

There is no limit to how many files can be uploaded.

File Download

This Step will create a page with a File Download prompt. It will require your Contact to download the specified File(s) to continue the FLOW unless 'Allow this Flow Step to be skipped' is toggled.

Click Choose Files / Folders to open the File Explorer and select the File(s) you would like your Contact to download. You can add as many as needed.

Click  Edit content for File Download to configure the contents of the Step page. A modal with a standard WYSIWYG editor will appear.

What the Contact sees

The Contact will be able to see the name and type of File(s) and will be required to click Download Files to continue. 

Appointment Block

This Step will create a page that allows your User to schedule an Appointment. Choose an Appointment Type or multiple Appointment Types from the dropdown menu under Select Appointment Type. You will need to have at least one created and in Active Status in order to choose it.  This step can be skipped by the User if you toggle 'Allow this FLOW step to be skipped'.

Update / General Form

This Step will create a page that contains an Update or General Form.  The user can complete the Form without leaving the FLOW. This step can be skipped by the User if you toggle 'Allow this FLOW step to be skipped'.

To add your Form, click the arrow to reveal the dropdown list which contains your Update and General Forms

Checklist

This Step will provide a checklist for your Target.  The user can complete the Checklist without leaving the FLOW. This step can be skipped by the User if you toggle 'Allow this FLOW step to be skipped'.

To add your Checklist, click the arrow to reveal the dropdown list which contains your pre-created Checklists.

CLICK HERE to learn more about creating Checklists