Configure Your First Flow as PDCflow Admin

A Flow is a digital communication sent from your PDCflow account. Flows can be used to request payments, request images, request signatures, or send documents for review and approval. If you are a new user and want to set up a test Flow within your PDCflow account, then this article is for you.

• Creating a Test Flow
• Sending a Test Flow
• Completing a Test Flow
• Configuring Other Flow Templates

Let’s get started.

Creating a Test Flow

Step 1: Sign in to your PDCflow account, click on Configure from the top navigation, and select Templates from the drop-down menu.

You will be taken to the Templates page.

Step 2: Click on + New Template and select the Flow option from the dropdown menu.

You will be taken to the New Template page which has two columns. On the left, you’ll see tabs for Settings Fields. These tabs are where you will adjust the Flow configurations. 

On the right, you will see a preview panel that displays a preview of how the Flow will appear to your teammates when they create and send Flows.

Step 3: On the Settings tab, configure values for your test Flow.

Step 4: Click on the Fields tab and enter the following values. 

• FLOW OPTIONS: 
  • Select Send Document
  • Select Editable 

• VERIFICATION PIN: 
  • Select Required 
  • MAXIMUM PIN ATTEMPTS: 4

• PIN DESCRIPTION: 
  • Select Required
  • Click “New” and create a new PIN description “Account Number” and click save
  • Select Editable

• CONFIRMATION MESSAGE: 
  • Select Required
  • Click “New” and create a new confirmation message “Thank you.” and click save
  • Select Editable

• DOCUMENT UPLOAD:
  • Select Required
  • Upload a document

For an example document, download our Example-Contract here (or from the link included at the bottom of the article), and upload this PDF to your account by clicking the “Select file” button.

• DOCUMENT OVERLAY: 
  • Click “New”
  • Upload Example-Contract.pdf
  • Add OVERLAY NAME: “Example Contract”
  • Click the “Big Signature” option and you’ll see a blue rectangle appear. This is the designated Big Signature area. Drag the blue box until it is above the signature line on the Example-Contract.pdf preview. 
  • Click the “Save overlay” button
  • Select Editable

Step 5: Click the save button (floppy disc icon) and the Flow will be saved.

Sending a Test Flow

To send yourself a test Flow, follow the steps below.

Step 1: Click on the Dashboard option in the top navigation.

Step 2: On the Dashboard page, select Test Flow from the Templates listed on the right side of the Dashboard.

Step 3: Enter your contact information into the following fields:

• EMAIL (enter your email address for testing purposes)
• FIRST NAME
• LAST NAME
• ACCOUNT NUMBER (Enter a memorable 4-digit number like “1234” for testing purposes)
• VERIFICATION PIN (Reenter the value that’s in the ACCOUNT NUMBER field for testing purposes)

Step 4: Enter the information for the other mandatory fields (marked with a red asterisk *):

• CONFIRMATION MESSAGE: Select the “Thank you.” option.
• DOCUMENT UPLOAD: Upload the Example-Contract.pdf you used during the Test Flow setup.

Step 5: Click on the Send Flow button.

You will see a popup notification indicating that the Flow has been sent.

Completing a Test Flow Request

Once you have successfully sent your test Flow, you will receive an email and/or text message with access to the Flow. Follow the below steps to complete a test Flow.

Step 1: Click on the link included within the communication (email/text) to view the Flow.

Step 2: Enter your validation code (enter the same 4-digit Verification PIN that you entered when creating the Flow for testing purposes) and click Validate.

Step 3: Click on the Signature area of the Example Contract.

Step 4: Write your signature with your mouse and click Save.

Step 5: Click Accept Page.

Step 6: Click Done to complete the Flow.

This article has covered the steps to configure a Flow template, send a Flow, and then complete the Flow request. 

 

Configuring Other Flow Templates

Flow templates can be configured to suit your organization’s communication needs. Some Flow options that you may want to utilize include:
Request Signature: Send a simple agreement for a customer to sign 

• Send Documents: Send contracts and agreements for customers' review and approval
• Request Picture ID: Request and gather IDs or other documents and images from your contacts
• *Request Payment: Send payment requests via email and text and gather credit card and ACH payments from your customers

Note: To have Payment Requests available, your PDCflow account must have Payments Services activated. Contact our Sales Team for more information.

 

Still Need Help? 

Please contact our Customer Success team at support@pdcflow.com for further assistance.

 

Example document for testing purposes: Example-Contract.pdf

• Example-Contract.pdf