Workflows
Everything you need to know about workflows
By Larissa1 author17 articles
- Workflow Access: Collaborators, Viewers & AI-Routed AssigneesHow requesters and reviewers get access to a workflow and its document — including the key gotcha that AI-routed reviewers must be added as collaborators manually.
- Kanban Boards: Pipelines & Custom StatusesManage workflows on visual Kanban boards — create separate boards per process (NDAs, vendor reviews), design custom status columns, and link workflow phases so cards auto-advance.
- Workflow Insights & AnalyticsThe Insights view shows cycle time, workload by type and assignee, stale items (90+ days), completion rates, and time-in-status — plus custom charts — so you can manage throughput and…
- Deleting Workflows and Workflow Documents in AlineWorkflows and their documents are linked. Learn how a workflow's document appears in your repository, why you can't delete it on its own, and how to delete the workflow and…
- Advanced Signature Workflows: Order, Groups & TemplatesBeyond a basic send: place signature fields precisely, assign them by recipient group, control signing order, add standard signature-block fields, and save reusable signature templates.
- Building an Intake Form, Step by StepAn intake form is the front door to a workflow. Build one that captures clean data, makes key fields mandatory, collects the answers that drive routing, and can be shared…
- Conditional Routing & Advanced Workflow LogicWith conditional routing, a workflow reads each request and sends it down the right path automatically — escalating urgent contracts, splitting legal from commercial review, and pausing for counterparty documents.
- Using Dynamic Blocks in TemplatesDynamic blocks (conditional dropdowns) let a template show or hide sections of text — like an exhibit or SOW — based on how the intake form is answered. Works across…
- Agentic AI Intake and WorkflowsAline's new agentic intake turns request workflows into active AI-powered processes. AI reads the intake, reviews attached vendor materials, decides what work is needed, completes low-risk steps, and routes higher-risk…
- Managing Legal Review, Redlining & Multi-Phase Approvals in Aline WorkflowsA guide for legal and operations teams on using Aline to launch a template, run internal and counterparty redlining, manage version control, and gate signature behind multi-phase approvals.
- How to Add Another Template to a Workflow in AlineYou can easily add an additional document or template (like an NDA) to an existing workflow in Aline. This guide walks you through how to include multiple templates so you…
- Adding Custom Fields in AlineAline allows you to fully customize your templates and workflows by adding or editing fields before sending documents for signature. This guide shows you how to edit existing fields, add…
- Sending a document for Signature in Aline (Launching a Workflow)Aline makes it easy to send documents for signature or collaborative redlining, even if they’re not part of a pre-built template. This guide walks you through sending a one-off document…
- Templates Vs. Workflows in AlineWhat’s the difference between a Template and a Workflow? While they’re closely connected, they serve very different purposes in Aline. This guide explains how each works and when to use…
- Connecting your CRM to Templates in AlineAline allows you to connect your CRM system (such as Salesforce or HubSpot) directly to your templates so information can automatically populate your documents.
- Creating Templates in AlineTemplates in Aline allow you to standardize agreements and send them for collaboration, redlining, and signature — all from one place.This guide walks you through how to build a reusable…
- Create a Workflow from a TemplateUse templates in Aline to quickly generate standardized workflows for agreements and approvals. This guide walks you through the full process—from launch to collaboration and tracking.