Export multiple checkbox values to Salesforce

You can now send every option a recipient selects in a checkbox group to a multi-select picklist field in Salesforce. In the Update Salesforce records or Create Salesforce records bot, map the checkbox group's field group to the picklist, and all selected values are exported as a list.

This helps teams that collect multiple choices on a form — service types, regions, areas of interest — keep them in a single Salesforce field instead of one checkbox per option.

Show documents to portal users in Salesforce Experience Cloud

You can now add the Documents component to your Salesforce Experience Cloud portal. Portal visitors can view, fill out, sign, and download every document sent to them without leaving the portal. The component follows your portal's layout on desktop and mobile.

Update altaFlow for Salesforce to the latest version to get the component.

Stronger protection for two-factor authentication sign-in

Your account now has an extra layer of protection at sign-in. A captcha check confirms that a real person is signing in, so altaFlow sends verification codes only to genuine sign-in requests.
Complete the check in the sign-in window, and your code arrives on your phone right away.

Branding and email customization are now available on all plans

Two features previously limited to higher-tier plans are now available to everyone.

Branding themes let you apply your company's logo and brand colors to the invitation emails recipients receive and the thank-you page they see after signing.

Step-level email customization lets you edit the full message content for each step in a workflow — so every recipient gets a message tailored to their stage in the process.

Invite a group of people to one step via API

You can now pass an emails array of up to 10 addresses to a single step in POST .../flows and POST .../flows/{flow_id}/invite. Everyone gets their own invitation, and only document comlpetion is needed — whoever opens the documents first completes them for the whole group. With allow_session_handoff, another member can pick up an unfinished draft instead of waiting.

New Operator role for group workflows

You can now grant group members a new permission — Operator — alongside group Admin and Auditor. Members with this permission can run group workflows and see every document sent through them, including documents sent by teammates. They can also act on those documents: send reminders, change recipients, check statuses, view the audit trail, and lock, unlock, or download documents.

Once the role is assigned in altaFlow, it also applies in Salesforce — Operators can perform the same actions from the altaFlow Dashboard and the Lightning component. Make sure to download the latest version.

Add your company domain to signing links

Create a more branded signing experience with a custom domain for your workspace. Once set up, new signing links will use your domain instead of the default altaFlow URL.

Extended customization for document completion email notifications

We have introduced advanced customization options for emails sent upon document completion. You can now fully tailor the content of these messages using the new Edit full message option.

Note - the customization is available on Automate and Enterprise plans.

You can find this new feature:

• In step settings: Step → Advanced settings → Email notification

In the configurations for the following bots:

• Email on documents completion
• Email via Gmail on documents completion
• Email via MS Outlook on documents completion
• Notify NetSuite contacts on documents completion
• Notify Salesforce contacts on documents completion

Customize your signing experience with themes

You can now apply your company's visual identity to every touchpoint recipients encounter during the document signing process—no more generic platform emails and pages.

What's new:

• Branded emails — add your logo and brand colors to invitation and reminder emails sent to signers;
• Branded thank-you page — customize the confirmation screen recipients see after signing is complete.

Automatically delete completed documents in a workflow

You can now manage document retention for any workflow. Choose whether to automatically delete newly completed documents, delete all completed documents, or keep them for as long as needed.

This helps teams that handle sensitive data reduce manual cleanup and make sure completed documents are removed when they’re no longer needed.

We've refreshed the Thank You page — the screen your recipients land on after completing your documents.

✅ Everything you had is still there All existing options carry over. Nothing was removed, only refined.

🎨 One consistent look We unified all versions of the page into one cleaner, consistent design.

⚙️ More control in Workspace settings Choose which actions appear on the page right from your Workspace settings: creating an altaFlow account or filling out the next document.

Coming later this month Full Thank You page customization is on its way for Automate and Enterprise plans. You'll be able to choose a hero image, set your brand colors, and write your own headline and body text.