The section is designed to guide you through the initial stages of integrating Bounsel Flow into your workflow. This section offers step-by-step instructions on creating and configuring your account, setting up your workspace, and customizing settings to suit your team’s specific needs. Whether you’re a new user getting started with Bounsel Flow or an existing user looking to optimize your setup, this section provides all the necessary resources to ensure a smooth and efficient setup process. With detailed tutorials, FAQs, and best practices.
Account & Setup
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- Getting Started
- Platform Management
- Repository
- Templates and Flows
- Templates
- How to prepare a template document
- How to upload a template
- How to add metadata to templates
- How do you modify the category and tags of a template
- How to update a version of a template
- How to edit the template
- Duplicate a template
- What document types can the template handle
- Add a private note to the template
- How do you add Members to a template space
- How do document states work
- How to add members to the workspace
- How do you enable a template
- Flows
- Templates
- Reviewing
- Automation
- Insights
- Integrations
- Addons
- Developers
- How do you add team members to the workspace
- What roles a workspace member can have
- Add my logo and colors to the workspace
- How do you change a workspace
- Where to find the workspace id
- Change your user security settings