# Aline Help Center > Help center for Aline ## Guides - [Welcome to Aline: A Platform Overview for New Users](https://docs.aline.co/en/articles/15351721-welcome-to-aline-a-platform-overview-for-new-users.md): A comprehensive tour of the Aline platform for first-time users — covering AI chat, dashboard, workflows, document repository, reports and AI reminders, support, and settings. - [Setting Up the Aline Salesforce Managed Package](https://docs.aline.co/en/articles/15800062-setting-up-the-aline-salesforce-managed-package.md): A complete setup guide for Salesforce admins and Aline admins — install the managed package, configure the API key, publish templates from Aline, and launch workflows directly from a Salesforce Opp... - [How to send documents for signature](https://docs.aline.co/en/articles/7211169-how-to-send-documents-for-signature.md): Learn how to send documents for signature in Aline. ## Concepts - [Workflow](https://docs.aline.co/en/articles/7211627-workflow.md): Learn about the difference between a template workflow and a contract workflow. - [Template](https://docs.aline.co/en/articles/7211639-template.md): Learn about Aline templates - [Placeholders](https://docs.aline.co/en/articles/7211652-placeholders.md): Learn about what placeholders are and how to use them in Aline. - [Contract](https://docs.aline.co/en/articles/7216032-contract.md): Learn about contracts in Aline - [Setting Permissions for Groups via Labels](https://docs.aline.co/en/articles/12652021-setting-permissions-for-groups-via-labels.md) ## Workflows - [Managing Legal Review, Redlining & Multi-Phase Approvals in Aline Workflows](https://docs.aline.co/en/articles/15109064-managing-legal-review-redlining-multi-phase-approvals-in-aline-workflows.md): A 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. - [Agentic AI Intake and Workflows](https://docs.aline.co/en/articles/16111383-agentic-ai-intake-and-workflows.md): Aline'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, a... - [Using Dynamic Blocks in Templates](https://docs.aline.co/en/articles/16225593-using-dynamic-blocks-in-templates.md): Dynamic 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 Aline, Slack, Salesforce, and H... - [How to Add Another Template to a Workflow in Aline](https://docs.aline.co/en/articles/13044858-how-to-add-another-template-to-a-workflow-in-aline.md): You 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 can launch them together ... - [Adding Custom Fields in Aline](https://docs.aline.co/en/articles/13146211-adding-custom-fields-in-aline.md): Aline 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 new ones, ... - [Sending a document for Signature in Aline \(Launching a Workflow\)](https://docs.aline.co/en/articles/13534269-sending-a-document-for-signature-in-aline-launching-a-workflow.md): 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 from your r... - [Templates Vs. Workflows in Aline](https://docs.aline.co/en/articles/13754529-templates-vs-workflows-in-aline.md): What’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 them. - [Connecting your CRM to Templates in Aline](https://docs.aline.co/en/articles/14038164-connecting-your-crm-to-templates-in-aline.md): Aline 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 Aline](https://docs.aline.co/en/articles/14184873-creating-templates-in-aline.md): Templates 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 template f... - [Create a Workflow from a Template](https://docs.aline.co/en/articles/14424330-create-a-workflow-from-a-template.md): Use 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. ## Documents - [Document forwarding](https://docs.aline.co/en/articles/7840894-document-forwarding.md): Learn how to enable document forwarding for your contracts in Aline. - [Converting DOCX templates to Aline](https://docs.aline.co/en/articles/7934267-converting-docx-templates-to-aline.md): Learn how to convert DOCX documents to Aline smart templates. - [Uploading Draft vs. Signed Documents into Aline](https://docs.aline.co/en/articles/12292498-uploading-draft-vs-signed-documents-into-aline.md): How do I upload a document into Aline? - [Connect Your Existing Document Repository in Aline](https://docs.aline.co/en/articles/12292535-connect-your-existing-document-repository-in-aline.md): Use this feature to integrate your existing Box, Dropbox, Google Drive, OneDrive, or SharePoint accounts to live sync your documents into Aline. - [How to Rename Documents in Aline](https://docs.aline.co/en/articles/13130486-how-to-rename-documents-in-aline.md): You can easily rename any document in Aline, whether it’s stored in your Repository or part of an active Workflow. Renaming documents helps you stay organized and makes it easier for your team to l... ## Community - [Contributing to the Aline Community](https://docs.aline.co/en/articles/8148859-contributing-to-the-aline-community.md): Learn how to contribute to the fastest growing legal template library. ## FAQ - [What does each editing role allow in a document?](https://docs.aline.co/en/articles/7212257-what-does-each-editing-role-allow-in-a-document.md): Learn what recipients can do depending on their editing permission. - [Do recipients need to have an account with Aline to access a document?](https://docs.aline.co/en/articles/7212260-do-recipients-need-to-have-an-account-with-aline-to-access-a-document.md) - [Reset Password](https://docs.aline.co/en/articles/9397346-reset-password.md) - [Cancel](https://docs.aline.co/en/articles/11918106-cancel.md): How can I cancel my Aline account? - [How to Merge Parties in Aline](https://docs.aline.co/en/articles/12305609-how-to-merge-parties-in-aline.md): This guide provides a straightforward process for merging duplicate parties in Aline, ensuring your data remains organized and accurate. - [Aline Compliance](https://docs.aline.co/en/articles/13613208-aline-compliance.md): We strive to meet the highest level of security certification across borders and industries. ## Aline AI - [Building AI Reports in Aline](https://docs.aline.co/en/articles/12069211-building-ai-reports-in-aline.md): Aline’s Reporting feature allows you to run AI-powered reports across hundreds or thousands of agreements. Use reports to extract non-standard terms, prepare end-of-quarter summaries, and gain insi... - [Aline AI is Now in Slack](https://docs.aline.co/en/articles/16111364-aline-ai-is-now-in-slack.md): Aline AI is now available directly in Slack. @mention Aline in any channel to ask questions about your contracts, launch agentic workflows, and let AI handle reviews, routing, and redlining — all w... - [Building AI Playbooks](https://docs.aline.co/en/articles/12588168-building-ai-playbooks.md) - [Using the AI Chat to Review & Redline Contracts](https://docs.aline.co/en/articles/14895764-using-the-ai-chat-to-review-redline-contracts.md): Aline’s AI Chat allows you to perform powerful legal tasks — from contract review to redlining — using structured, reusable prompts. With the latest update, the chat experience now includes a full ... - [How to Use AI Redlining in Aline Associate](https://docs.aline.co/en/articles/15021914-how-to-use-ai-redlining-in-aline-associate.md): Aline Associate’s enhanced AI Redlining feature allows you to compare agreements, generate live redlines, refine edits with AI, and review changes directly inside the document editor. ## Account Setup - [Setting up SSO & Domain Verification](https://docs.aline.co/en/articles/13006494-setting-up-sso-domain-verification.md): Enable Single Sign-On \(SSO\) in Aline to simplify and secure how your team logs in.With SSO, users can access Aline using their existing company credentials — reducing password fatigue and improving... - [Account Types in Aline \(Admin, Full, Basic, Viewer\)](https://docs.aline.co/en/articles/13601829-account-types-in-aline-admin-full-basic-viewer.md): Aline offers multiple user types so you can give each teammate the right level of access based on their role. This guide explains the differences between Admin, Full, Basic \(Support\), and Viewer se... - [Creating and Managing API Keys in Aline](https://docs.aline.co/en/articles/15438213-creating-and-managing-api-keys-in-aline.md): A step-by-step guide for admins on creating API keys, setting resource-level permissions, authenticating with a bearer token, and using Aline's GraphQL API. - [Aline Email Notifications](https://docs.aline.co/en/articles/15901915-aline-email-notifications.md): What do I do if a user didn't receive an Aline email notification? ## Reports - [Bulk Importing AI Property Data with the Data Migration Tool](https://docs.aline.co/en/articles/15656470-bulk-importing-ai-property-data-with-the-data-migration-tool.md): A guide for admins on using the Data Migration tool to bulk-import document metadata into Aline AI Properties from a CLM, CRM, or file storage system.