Resize images in the Document generation and description fields in Web forms.

Image dimension control for the {​{imageFile}​} tag in Document Generation

You can now control the exact dimensions of images directly in your templates using optional sizing parameters on the {​{imageFile(...)}​} tag. Set a fixed w, h, or both to keep high-resolution logos at the right size in your headers, or use the new fit:page parameter to automatically scale body images to the space remaining on the current page — no more unwanted blank gaps. Multi-page PDF/DOCX attachments now render as a vertical stack, and the same sizing rules apply to each page. Existing templates render exactly as before; sizing parameters are fully optional. The Insert image option in the Tag Generator supports the new parameters out of the box.

Resizable description fields in Web forms

You can now resize the Description field on a Web form by dragging its edges, so longer instructions, extra whitespace, or custom layouts fit the way you want them.

We are excited to roll out new customization features designed to make every client interaction feel uniquely yours. Your brand is your identity, and we want to make sure it shines through in every communication you send.

• Email Branding: Take your email customization further with our brand-new Button style feature. You can now configure the exact look of your action buttons, managed centrally in Workspace settings alongside your consolidated Company Logo setup. Note: The feature is available for users with Automate and Enterprise subscriptions.
• Custom text: The text for recipient email invitations is now fully editable directly within the step settings, allowing you to control the exact tone and messaging for different workflows.

New ZIP exports, web-form validation, and Salesforce v4.2.

Export documents as a ZIP archive

You can now easily combine multiple completed documents into a single compressed file using the new "Save documents as ZIP file" option in your export bot settings.

This feature helps keep your external storage (like Google Drive or SharePoint) perfectly organized and makes downloading large document packages a simple, one-click process.

The feature is live! If you want to apply this to your existing workflows, simply open your export bot settings, check the new box, and re-save the bot.

Relative date validation in Web-forms

Relative date validation is now available, allowing you to restrict date inputs directly without using complex workarounds. You can set dynamic minimum and maximum boundaries based on Today() or other date fields within your document. This prevents users from submitting incorrect timelines, such as picking an end date before a start date. The validation works immediately across standalone fields, tables, and repeatable containers.

altaFlow for Salesforce: new version is out

A new version of altaFlow for Salesforce (4.2) is now available. Previously, configuring user permissions was a mandatory step required immediately after installing the app. To make the configuration process more intuitive, we have moved this step.
You will now configure user access settings directly while setting up your custom buttons. This ties security and access control directly to the tools your users will interact with, guaranteeing that only authorized users can generate and send documents.

New data formats for fillable fields in DOCX and PDF documents

You can now select unambiguous date formats, such as DD MMM YYYY (e.g., 10 Apr 2026), for fillable Date fields in DOCX and PDF documents. This three-letter month abbreviation eliminates regional confusion between US and EU formats.

Create multiple workflows in a single API call

The new POST .../flows/batch endpoint lets you run multiple workflows from the same template in one request. Each item follows the same structure as the single Create a new workflow endpoint.

The response returns a per-item result in the same order as the input. Partial success is supported — items are processed independently, so a failure in one does not affect the others. The default batch size limit is 20 items.

Auto-fill signatures and initials

Speed up the signing process for your recipients. Enable this Auto-fill signatures and initials option in Workspace settings to let signers complete all their assigned signature and initial fields with a single click. This removes the need to manually click through every signature or initial field, saving time when signing long documents.

Simplified workflow step design

We've made the view less busy by streamlining recipient settings and hiding non-essential details, such as repeatable step execution conditions.

If you use an Integration Contact, the step card now directly displays the specific object and field the contact is pulled from. You get complete context at a glance, without needing to open the sidebar.

XLSX spreadsheet view in Document placeholder

The Document placeholder now supports uploading XLSX files without converting them to PDF. When the Keep spreadsheet view option is enabled in the placeholder settings, uploaded Excel files are displayed as interactive, view-only spreadsheets in the signing session, preserving all tabs, colors, and formatting.

altaFlow for Salesforce: new version is out

A new version of altaFlow for Salesforce (4.1) is now available. We've updated security protocols, fixed several bugs, and made improvements to the interface. Make sure to update to the latest version.

Create workspaces with support from our team

New workspaces can now be requested through our support team. Send us a request through the support chat, and we'll be happy to help.

Have questions or feedback? We'd love to hear from you.

You can now automatically export only the documents shown to a signer during their session.

Previously, handling conditional documents required configuring multiple bots to cover every possible document combination. This update allows a single export bot of your choice to intelligently export only relevant files to your external storage or email attachments.

Over the years, the product has grown into a trusted platform for managing complex document workflows. The new name reflects this evolution, with a clearer focus and enhanced tools designed for the way work happens today.

altaFlow helps you automate document workflows across systems and departments. It integrates with tools like Salesforce, NetSuite, and Microsoft Dynamics, and is built to manage processes that scale and evolve in complexity over time.

What stays the same:

• The same powerful automation capabilities
• Enterprise-grade security and compliance
• Your existing workflows, data, and configurations
• The same product team and support you rely on

What's new is the direction.

We are focusing on how altaFlow is used every day — by the people who build, maintain, and depend on workflows to drive their business. That means continuing to invest in reliable integrations, stability at scale, and support for long-running, business-critical processes.

Thank you for being part of this journey.

Welcome to altaFlow.