Step 1: Launch a Template
From the Aline homepage, click ➕ Create
Select Launch Template
Choose the template that matches your use case
Click Continue
💡 Templates are pre-configured workflows designed to save time and ensure consistency.
Step 2: Name Your Workflow
Enter a clear, descriptive title
We recommend a format like:
Company – Agreement Type – Date
Example:
Acme Corp – NDA – Jan 2026
Step 3: Assign Roles
Under Assign Roles:
Add the counterparty signer (if known)
Your internal signatory is likely pre-assigned but you might have to assign yourself as the requestor or template launcher (role can vary) if you have to fill in fields.
💡 Don’t know the signer yet? You can add them later.
Click Continue when finished.
Step 4: Review & Complete the Document
The template document will open for review
Fill in any required fields (e.g., scope, dates, terms)
💡 Notes:
Some templates may not require input at this stage
You can move forward and return later if needed
All required fields must be completed before signature
Click Continue when ready.
Step 5: Collaborate with Stakeholders (optional)
Select Collaborate with internal or external parties
Review and confirm the listed collaborators
Step 6: Add Collaborators
To add collaborators (e.g., negotiators):
Search by name or email
Assign them to the workflow
Add a message (optional)
Click Add Collaborator
⚠️ Important:
Collaborators receive an email immediately
They will be able to review and edit the document
Step 7: Complete Workflow Tasks (optional)
Navigate to the Summary page
Review the Tasks/Actions section
Check off tasks as they are completed
💡 Keeping tasks updated ensures the workflow progresses smoothly.
Step 8: Grant Access to Counterparties
When ready to involve external parties:
Go to Workflow Collaborators
Click Grant Access next to the counterparty
Add a message if needed
Confirm to send access
📧 This sends an email invitation to the counterparty.
💡 Tip: You may choose to wait to grant access until internal review is complete.
Step 9: Share the Document (Optional)
If needed, you can manually share the document:
Open the document from the Summary page
Click Copy Link
Send the link via email
Step 10: Track Workflow Status
Monitor progress using workflow statuses:
Negotiating – Document is under review or redlining
Ready for Signature – Finalized but not yet sent
Signing – Signature process is in progress
Signed – Fully executed
💡 Best Practices
Use consistent naming conventions
Add collaborators at the right time
Complete required fields before sending for signature
Keep tasks updated to avoid delays
Communicate clearly with counterparties
❓ Need Help?
If you have questions, reach out to your Aline administrator or support team.