Flows & New Integrations
6 months ago by Andrew Mayer
Flows:
Flows are configurable, no-code automation for accelerating document processes. The main components of a flow are the launch type, templates, and destinations.
The launch type is a document generation event like an API call or Fillable Form submission
After choosing a launch type, the customer can add many templates to a flow. The templates will be rendered into PDFs, appended into one document, and shipped to the flow's destinations. More than 1 destination can be selected here.
New Document Destinations::
- Box
- Dropbox
- Amazon s3
- Google Drive
API Key Create Flow Updated
- API key creation process is streamlined. After clicking create API Key is immediately provided
Salesforce Sandbox Support Added
- Salesforce integration now supports sending documents to Salesforce Sandbox Environments
New Spinner
Magic Links UI Streamlined
- Fewer fields are displayed immediately when sharing with the magic link
Permission Update
- Consolidated permissions
- Better UX when a user is missing a permission
PDF and HTML editor UI update
- Matches the overall style of our app
- The HTML editor takes up the whole screen and only displays the preview when the button is pressed
File extensions added to file names