--- title: "Demo: Configure a Flow Template" description: 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 --- [Skip to content](https://support.pdcflow.com/configure-your-first-flow-as-pdcflow-admin#main-content) English Show submenu for translations [![pdcflow\_logo\_horizontal\_full\_color\_expanded](https://support.pdcflow.com/hs-fs/hubfs/PDCflow%20Logos/pdcflow_logo_horizontal_full_color_expanded.png?width=300&height=100&name=pdcflow_logo_horizontal_full_color_expanded.png)](https://support.pdcflow.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [App Login](https://app.pdcflow.com/) [App Login](https://app.pdcflow.com/) Welcome to PDCflow's Help Center - There are no suggestions because the search field is empty. 1. [PDCflow Help Center](https://support.pdcflow.com/?hsLang=en) 2. [Getting Started](https://support.pdcflow.com/getting-started?hsLang=en) 3. [Demos](https://support.pdcflow.com/getting-started?hsLang=en#demos) # Demo: Configure a Flow Template ## 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. In this article, we'll review how to do the following tasks. - **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. ![template-list](https://support.pdcflow.com/hs-fs/hubfs/template-list.png?width=670&height=432&name=template-list.png) You will be taken to the Create a Flow Template page.  ![new-flow-template-page-1](https://support.pdcflow.com/hs-fs/hubfs/new-flow-template-page-1.png?width=670&height=388&name=new-flow-template-page-1.png) **Step 3**: In the left-hand column, enter a name and description for the Flow template in the Template Name field and Template Description fields, respectively. ![template-name-description-geo](https://support.pdcflow.com/hs-fs/hubfs/template-name-description-geo.png?width=670&height=388&name=template-name-description-geo.png) | **Fields** | **Recommended Values** | | --- | --- | | TEMPLATE NAME | “Test Flow” | | TEMPLATE DESCRIPTION | “First Test Flow” | | REQUEST GEOLOCATION | “No” |   **Step 4**: Use the interactive preview to select fields. Configuration options for the selected field will be displayed in the right-hand column.  ![flow-template](https://support.pdcflow.com/hs-fs/hubfs/flow-template.png?width=670&height=364&name=flow-template.png) Make the following configurations: 1. FLOW OPTIONS: Select "Send Document" 2. PIN DESCRIPTION: Click "New" and enter a PIN Message like "Last four of your phone number," and click "Save PIN Description."  Then select this option. ![Screenshot 2025-10-02 at 4.46.06 PM](https://support.pdcflow.com/hs-fs/hubfs/Screenshot%202025-10-02%20at%204.46.06%20PM.png?width=670&height=242&name=Screenshot%202025-10-02%20at%204.46.06%20PM.png) 3. CONFIRMATION MESSAGE: Click "New" and enter a message like "This request has been completed." Click "Save confirmation message." Then select this option. 4. ACCOUNT NUMBER: Select "Show." **Step 5**: Click the save button, and the Flow template will be saved. ![save-template](https://support.pdcflow.com/hs-fs/hubfs/save-template.png?width=670&height=390&name=save-template.png) #### 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. **![Dashboard-10-02-2025\_04\_51\_PM](https://support.pdcflow.com/hs-fs/hubfs/Dashboard-10-02-2025_04_51_PM.png?width=670&height=897&name=Dashboard-10-02-2025_04_51_PM.png)** **Step 2**: Select **Test Flow** from the Templates listed in the left-hand column. ![Dashboard-10-02-2025\_04\_52\_PM](https://support.pdcflow.com/hs-fs/hubfs/Dashboard-10-02-2025_04_52_PM.png?width=670&height=465&name=Dashboard-10-02-2025_04_52_PM.png) **Step 3**: Enter information and make selections (required fields are marked with a red asterisk "\*"): 1. EMAIL ADDRESS: Enter your own email address for testing purposes. 2. FIRST NAME: Enter your own name for testing purposes. 3. LAST NAME: Enter your own name for testing purposes. 4. VERIFICATION PIN: Enter "1234" for testing purposes. ![Dashboard-10-02-2025\_04\_59\_PM](https://support.pdcflow.com/hs-fs/hubfs/Dashboard-10-02-2025_04_59_PM.png?width=670&height=297&name=Dashboard-10-02-2025_04_59_PM.png) **Step 4**: Upload a document by dragging and dropping it into the upload area. You can use your own PDF or this example contract: *Example contract PDF for testing purposes: [https://3821094.fs1.hubspotusercontent-na1.net/hubfs/3821094/Example-Contract-1.pdf](https://support.pdcflow.com/hubfs/Example-Contract-1.pdf?hsLang=en)* ![Screenshot-2025-10-02-at-5-05-25-PM-png-2754×2436--10-02-2025\_05\_06\_PM](https://support.pdcflow.com/hs-fs/hubfs/Screenshot-2025-10-02-at-5-05-25-PM-png-2754%C3%972436--10-02-2025_05_06_PM.png?width=670&height=479&name=Screenshot-2025-10-02-at-5-05-25-PM-png-2754%C3%972436--10-02-2025_05_06_PM.png) **Step 5**: Click on the **Preview & Adjust** button. ![Dashboard-10-02-2025\_05\_07\_PM](https://support.pdcflow.com/hs-fs/hubfs/Dashboard-10-02-2025_05_07_PM.png?width=670&height=537&name=Dashboard-10-02-2025_05_07_PM.png) **Step 6**: Click "Signature" in the ELEMENT OPTIONS, then click on the document preview where you want the signature box to appear. You can resize the area as needed. This marks the spot for signing. ![Screenshot-2025-10-02-at-5-11-01-PM-png-2324×2466--10-02-2025\_05\_12\_PM](https://support.pdcflow.com/hs-fs/hubfs/Screenshot-2025-10-02-at-5-11-01-PM-png-2324%C3%972466--10-02-2025_05_12_PM.png?width=670&height=552&name=Screenshot-2025-10-02-at-5-11-01-PM-png-2324%C3%972466--10-02-2025_05_12_PM.png) You will see a pop-up notification indicating that the Flow has been sent. ![Screenshot-2025-10-02-at-5-14-33-PM-png-2896×2804--10-02-2025\_05\_16\_PM](https://support.pdcflow.com/hs-fs/hubfs/Screenshot-2025-10-02-at-5-14-33-PM-png-2896%C3%972804--10-02-2025_05_16_PM.png?width=670&height=286&name=Screenshot-2025-10-02-at-5-14-33-PM-png-2896%C3%972804--10-02-2025_05_16_PM.png) ### 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 steps below to complete a test Flow. **Step 1**: Click on the link in the email to view the Flow request. **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.** **![](https://lh3.googleusercontent.com/96uT39jFdX-FTrHXh7dvvqEXyqCvg1Rx0nVniCftlK4zCfb6PU966TJVCfs6BBunyb5WCElY8SVqneQk3lW_VDqMyh9CEorMmvXwyIdoKcTr9Tb_GwJs79RK_nv-svJ8UnarehR_hy_ea--Y_QekKyI)** **Step 3**: Click on the Signature area of the Example Contract. ![](https://lh5.googleusercontent.com/Gc75PX-KeCjyA-kWPAZY6gQ3Jvs8GaEULzgk6RUC22swepO18zTiPQcyK4S1It6jbo5FaL8K-Y6Bflih4NxJMg0t_O_JUY-2qdB1FINmoVrj5f2SBQrhoIlOx6IhA_rgamzvZ_GnsH9IvVuL5BQPi9g) **Step 4**: Write your signature with your mouse and click **Save**. **Step 5**: Click **Accept Page**. **Step 6**: Click **Done** to complete the Flow. ![Screenshot 2025-10-02 at 5.19.21 PM](https://support.pdcflow.com/hs-fs/hubfs/Screenshot%202025-10-02%20at%205.19.21%20PM.png?width=670&height=665&name=Screenshot%202025-10-02%20at%205.19.21%20PM.png) 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. The Flow options that you may want to utilize include: - Send Document: Send contracts and agreements for customers' review and approval. - Request Photo / File: 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. - Simple Signature: Send a simple agreement for a customer to sign digitally. ***Note****: To have Payment Requests available, your PDCflow account must have Payment Services activated. Contact our Sales Team for more information.*   #### Need Help? Email our Customer Success team at [support@pdcflow.com](mailto:support@pdcflow.com).   *Example contract PDF for testing purposes: [https://3821094.fs1.hubspotusercontent-na1.net/hubfs/3821094/Example-Contract-1.pdf](https://support.pdcflow.com/hubfs/Example-Contract-1.pdf?hsLang=en)*   - [Getting Started](https://support.pdcflow.com/getting-started?hsLang=en#main-content) - [Demos](https://support.pdcflow.com/getting-started?hsLang=en#demos) - [Flow Requests](https://support.pdcflow.com/flow-requests?hsLang=en) - [Payments / Transactions](https://support.pdcflow.com/payments-transactions?hsLang=en#main-content) - [Credit Card Payments](https://support.pdcflow.com/payments-transactions?hsLang=en#credit-card-payments) - [Check (ACH) Payments](https://support.pdcflow.com/payments-transactions?hsLang=en#check-ach-payments) - [Cash Payments](https://support.pdcflow.com/payments-transactions?hsLang=en#cash-payments) - [Portals](https://support.pdcflow.com/payments-transactions?hsLang=en#portals) - [Payment Schedules](https://support.pdcflow.com/payments-transactions?hsLang=en#payment-schedules) - [Reporting](https://support.pdcflow.com/reporting?hsLang=en#main-content) - [Financial Reports](https://support.pdcflow.com/reporting?hsLang=en#financial-reports) - [Check Posting Reports](https://support.pdcflow.com/reporting?hsLang=en#check-posting-reports) - [Schedules Reports](https://support.pdcflow.com/reporting?hsLang=en#schedules-reports) - [Configuring PDCflow](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#main-content) - [Configuring App Settings](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#configuring-app-settings) - [Configuring App Users](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#configuring-app-users) - [Configuring Flow Components](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#configuring-flow-components) - [API Documentation](https://support.pdcflow.com/api-documentation?hsLang=en) - [Leaving PDCflow](https://support.pdcflow.com/leaving-pdcflow?hsLang=en) [![pdcflow\_logo\_horizontal\_full\_color\_expanded](https://support.pdcflow.com/hs-fs/hubfs/PDCflow%20Logos/pdcflow_logo_horizontal_full_color_expanded.png?width=300&height=100&name=pdcflow_logo_horizontal_full_color_expanded.png "pdcflow_logo_horizontal_full_color_expanded")](https://www.pdcflow.com) [Powered by PDCflow](https://www.pdcflow.com/) | [Support](https://ticketsupport.pdcflow.com/mytickets?hsLang=en) | [Privacy Policy](https://www.pdcflow.com/privacy-policy/) | [Terms of Use](https://www.pdcflow.com/terms-of-use/) Copyright © 2026, PDCflow