Step 5 Creating Flows and Producing Documents

Once you've laid out fields and data for your documents, it's time to begin creating the flows to automate their production. Depending on your needs, your flows may all be very similar or drastically different.

Smart Flows comes with a built in flow builder that automatically creates a flow based on the connector, template or flow blocks you choose to use. For most designers this will meet the majority of their needs, however, you can also create flows in the advanced builder. Be advised that the advanced builder removes all restrictions but also does not prevent Designers from creating flows that won't execute.