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Sharing & Access Control
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Sharing & Access Control
Share Your Workflow
Share your workflow with others and make adjustments to sharing settings.
Sharing & Access Control
Get Started
Builder Collaboration
Admin and Builder users can collaborate with other Admin and Builders by sharing a workflow. Sharing a workflow will send each selected user a copy of the workflow and documents they can edit, run, and share.
Sharing & Access Control
User Management
Always Starting Workflow from Beginning
Sometimes you might want your workflow link to start from the beginning instead of picking up where you left off. This syntax will allow you to always start from the beginning of the workflow.
Sharing & Access Control
Embed on Your Site
Customers on the Pro and Enterprise plans can embed workflows in their website using an iFrame.
Sharing & Access Control
Customization
Assigning Workflows
Admin and Builder users can assign workflows to be completed by any other user.
Sharing & Access Control
User Management
Client or Internal Portals
Learn about different user portals and the different feature accesses for each.
Sharing & Access Control
Customization
User Management
Sharing Documents
Learn about the different ways to share the output documents that are outputted.
Document Settings
Sharing & Access Control
Add a Paywall with Stripe
You can add a Stripe paywall anywhere in your workflow to require your users to pay a specific amount before they can proceed. The paywall can be added anywhere - at the beginning, middle, or at the end before the user receives the documents.
Sharing & Access Control
API & Integrations
Password Protect Workflows
Add a password to a workflow using a text question and a kickout page.
Sharing & Access Control
Questionnaire
Restrict Access to Your Workflow
By default, workflows are accessible to anyone with the link to the workflow. Access can be limited to logged in users, specific domains in email addresses, or even individual email addresses.
Sharing & Access Control