Sending Flow Requests
Securely request payments, signatures, documents, or photos via email, SMS, or link using customizable templates.
Quick Steps
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Dashboard → Select Flow template (example: "Request Signature & Payment")
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Fill recipient details + Flow options
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Send (auto-delivers email/SMS or copy unique URL)
Note: Admins configure templates & field permissions
Delivery Options
| Method | How It Works |
|---|---|
| Delivers the unique Flow URL via email | |
| SMS | Texts a unique Flow URL to a mobile phone |
| Manual | Copy URL from confirmation → paste in chat/email Leave email/phone blank to get URL |
Admin controls: Auto-delivery can be required, optional, or hidden per template.
Flow Building Blocks: What You Can Send to Flow Recipients
| Option | What Recipients Do |
|---|---|
| Send Document | View, electronically sign, or fill out a PDF |
| Request Photo/File | Upload files (example: driver's license photo) Set: Description, File Type (PDF/image), Required/Optional |
| Request Payment |
Submit a payment |
| Simple Signature | eSign approval (no payment processing) "I authorize this action" signature |
Key Field Settings
Request Settings
| Field | Purpose |
|---|---|
| Flow Message | Personalized explanation of required actions (email message/SMS message) |
| Flow Title | Short title that will be included in the SMS. It can also be included in the email body as a variable |
| Custom Company Name | Send "on behalf of" another business by changing the company name that is displayed within a Flow request. If you leave this blank, the name in the upper right corner of the app will be used. |
| Timeout | Days before Flow expires. If not completed within this timeframe, the Flow request will expire and be inaccessible to the recipient. |
| Verification Header/Footer | Custom text above the Flow request's PIN entry. This page (and text) is only included in a Flow request if Verification PIN is set to required. This field will be displayed at the top of the Flow PIN verification screen. |
| PIN Description | Hint for the recipient's security PIN |
| Verification PIN | Pre-configured to be included (or not included) in a Flow template. When included, the PIN is the security code that the recipient must enter in order to access/complete a Flow request |
| Confirmation Message | Success message diplayed after the recipient completes a Flow request |
| Redirect Link | URL to send the recipient to after they finish a Flow request |
Recipient Settings
| Field | Purpose |
|---|---|
| First/Last Name | Personalizes Flow |
| Email/Mobile | Triggers auto-delivery |
| Account Number | Custom ID/reference field |
| Document Upload | PDF for the recipient to view. If an overlay is included, the recipient will be required to sign/fill the overlay elements. |
| Document Overlay | Add signature boxes, text fields, and checkboxes to PDF |
Multi-Recipient Options
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Any Order: All recipients work simultaneously
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Sequential Order: Recipient 1 → 2 → 3 (dependencies)
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Modify Settings: Customize per recipient
Why Are Fields Greyed Out?
Template restrictions by admin:
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Locked fields can't be changed per Flow
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Some Flow Options may be hidden entirely
Contact your admin if expected options are missing
Need Help?
Email our Customer Success team at support@pdcflow.com.