---
title: Sending Flow Requests
description: This guide explains what Flows can do for your business and walks you through using them in your PDCflow account.  However, some features may vary depending on your specific account services and user permissions.
---

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1. [PDCflow Help Center](https://support.pdcflow.com/?hsLang=en)
2. [Flow Requests](https://support.pdcflow.com/flow-requests?hsLang=en)

# Sending Flow Requests

## Securely request payments, signatures, documents, or photos via email, SMS, or link using customizable templates.

### Quick Steps

1. **Dashboard** → Select **Flow template** (example: "Request Signature & Payment")
2. Fill recipient details + Flow options
3. **Send** (auto-delivers email/SMS or copy unique URL)  
   *Note: Admins configure templates & field permissions*

### Delivery Options

| Method | How It Works |
| --- | --- |
| **Email** | 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 *Note: Card/Check Service required to accept payments* |
| **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

- **Any Order**: All recipients work simultaneously
- **Sequential Order**: Recipient 1 → 2 → 3 (dependencies)
- **Modify Settings**: Customize per recipient

#### Why Are Fields Greyed Out?

**Template restrictions** by admin:

- Locked fields can't be changed per Flow
- 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](mailto:support@pdcflow.com).

- [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)

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