Flows are a powerful feature that automate document workflows. Based on the connector connection and templates designed using datasets, users can create flows to generate documents according to their requirements. Flows are built using flow blocks, which allow users to customize documents by accessing fields exposed in the Flow Builder. There are two types of flows: Simple and Advanced.
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Simple flows provide zone‑specific flow blocks and complete successfully regardless of whether errors occur.
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Advanced flows include additional flow blocks that support error handling and DocuSign envelope management.
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