---
title: "Document flows"
url: "https://docs.signnow.com/docs/document-flows"
type: "page"
section: "Integrations"
slug: "document-flows"
---

# Document flows

# Document flows

## Prerequisites

Go to **App Launcher** > **SignNow Admin Tools**.

![signnow_admin_tools.png](/reference-assets/images/SignNow_Salesforce/signnow_admin_tools.png)


Log in to your SignNow account and grant SignNow for Salesforce access to your account.

Click **Document Flows** in the left-hand menu.

![admin_tools_document_flow.png](/reference-assets/images/SignNow_Salesforce/admin_tools_document_flow.png)

---

On the **Document Flows** tab, Salesforce admins can create scenarios for sending documents for signature to connect them to Salesforce custom links and buttons.

Document flows allow Salesforce users to send predefined documents (with assigned recipient roles, fillable fields, and data mapping) for signature in a single click from Salesforce records.

To configure the document flow, follow these steps.

## Add the document flow information

Here, you can name the document flow and (optional) add the document name.

![document_flow_name.png](/reference-assets/images/SignNow_Salesforce/document_flow_name.png)

## Configure the sender's experience

Check the options to customize the sender's experience. You can allow or prevent the sender from entering a document name, adding fillable fields, adding recipients, and mapping fillable fields with Salesforce records.

> If you hide the **Add Recipients** screen from the sender, you can manually add recipients or pre-fill recipients' email addresses using tags at the Configure recipients step.

Once done, click **Next to Customization**.

![document_flow_sender.png](/reference-assets/images/SignNow_Salesforce/document_flow_sender.png)

## Customize the invite email message to signers

The next step allows you to customize the email subject and body message to signers.

**Note**: This configuration will override email message settings stored in the selected template.

You can personalize your message by inserting tags that pull data from Salesforce records.

To generate a tag, click the **Tag Builder** button.

Select the needed Salesforce object and field and generate a tag.

![tag_builder_email.png](/reference-assets/images/SignNow_Salesforce/tag_builder_email.png)

Copy and paste the tag to the desired location in the **subject** or **body**.

![tags_result.png](/reference-assets/images/SignNow_Salesforce/tags_result.png)

Click **Next to Recipients** to proceed.

### Configure recipients

Set up recipients who will sign the document.

> This configuration will override settings stored in the selected template.

#### Pre-fill recipient emails using tags

Similar to the invite email subject and body, you can generate tags to pre-fill recipients' email addresses from Salesforce records, enabling automated document sending.

To generate a tag, click **Tag Builder**.

Select the needed Salesforce object and field and generate a tag.

![tags_recipients.png](/reference-assets/images/SignNow_Salesforce/tags_recipients.png)

Copy and paste the tag to the recipient's email field.

![tags_recipients_result.png](/reference-assets/images/SignNow_Salesforce/tags_recipients_result.png)

Click **Add Recipient** to add more recipients.

If you want all recipients to receive documents simultaneously, uncheck the **Recipients receive documents in order** option.

<!-- theme: warning -->

> If the document flow configuration is incorrect (e.g., if the field is set to be pre-filled with an empty Salesforce record or the document flow is connected to the wrong object), the sender will need to add the required information and complete the missing steps before sending the document.

### Sender's email

Check the **Sender's email** checkbox if the sender needs to be set as a recipient in the configured document flow.

![sender_email.png](/reference-assets/images/SignNow_Salesforce/sender_email.png)

<!-- theme: warning -->

> **Document status is not updated when the signer's email matches the sender's email.** If a recipient's email address is identical to the sender's, the `document_group.invite.signed` webhook event is not created for that recipient after signing, so the document status in Salesforce (for example, in the [Invites Status widget](/docs/salesforce-invites-status-widget)) is not updated. To avoid this, use a plus alias for the recipient's email address, e.g., `john.smith+1@company.com` instead of `john.smith@company.com`. Emails sent to the alias are delivered to the same inbox, and the document status updates correctly.

### Signature invite settings

Click the gear icon near the recipient's email field to customize the signature invite for each recipient.

You can protect the document with a password, set an expiration date and reminders, and allow the recipient to forward the document.

> Document forwarding is not allowed with password protection.

![signature_invite_settings.png](/reference-assets/images/SignNow_Salesforce/signature_invite_settings.png)

Click **Save** to save the document flow.


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*Full page: https://docs.signnow.com/docs/document-flows*