New:ready-made intake templates in Flow for MSPs and IT, healthcare, dental, legal, consulting and more. See the templates →
Product updates, newest first. Every item here is live in the app today.
Start from New client technical onboarding, New user setup request or User offboarding request.
See the templates →Three days before a card trial ends, the account owner gets an email with the amount, the card and how to cancel.
How the trial works →Each upload field accepts documents, images or spreadsheets, 25 MB by default and up to 100 MB per file. Some templates now include upload fields, such as insurance card front and back.
Forms with uploads →Step-by-step guides for your team, plus guides you can send to clients, signers and recipients.
Open the Help Center →Collect a file alongside the answers. Uploads land in the client workspace, under Form uploads, and are scanned for malware.
About Flow →