Inly

How to create flow templates for any document in inly.

How to Create a Flow Template?

Create a contract template with dynamic inputs for future automation!

How to Create a Contract Template?

The steps to update or delete charges, products, packages, and contracts templates.

How to Edit or Delete Charges, Products, Packages, and Contracts in a Template?

Message templates help you save time by reusing common text in your flows and client communications. Instead of typing the same content repeatedly, you can create a template once and…

How to Create and Save Message Templates

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Templates

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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