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Workflows

Everything you need to know about workflows

1 author7 articles
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.