Flow's can be comprised of one, multiple, or all of the following features: Invoice, Contract, Proposal, Form, and Follow-Up.
To create a flow, click the purple "+" icon in the upper left hand corner of the main Inly screen.
You can then select the documents you want your flow to include.
For example, if you would like to send a single invoice, you can select that option after you create a new flow. After these steps have been completed, you can either create a new client for the flow or select an existing client.
Flows can also be customized to contain multiple features that are listed above. For example, if you would like to send an Invoice, Contract, and Questionnaire, these can all be selected within a single flow. Ultimately, Inly allows for users to completely curate and customize exactly what you want to be sent to your client.
Once a flow has been created it will be stored under the client's name and can be accessed by using the search bar or through projects tab making it easy to see what you have sent them.
When you are viewing an active project, you can edit the flow by selecting the three dots in the upper right hand tab and by clicking "Edit." This allow you to modify and update any information that needs to be changed at any point in the process.
For any additional questions please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.