Send a TrueFlow

Every workspace member can send TrueFlows to both internal and external recipients.
Send a TrueFlow

Follow these steps to easily send secure TrueFlows to both internal and external recipients.

  • 1

    Go to the Home section and locate the desired flow.

  • 2

    Click on the three dots of the chosen flow, then click on Share.

  • 3

    Enter the email address of the intended recipient or, copy the provided link and paste it where necessary.

Alternatively

  • 1
    Click on TrueFlow in the sidebar.
  • 2
    Depending on your needs, click on either Personal or Company TrueFlows.
  • 3

    Click on Share located to the right of the selected flow’s row.

  • 4

    Enter the email address of the intended recipient for the acquisition flow or, copy the provided link and paste it where necessary.

Learn how to capture with a TrueFlow.

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