Share Your Workflow

Share link with colleagues

Do you want your clients, colleagues or other users to take your workflows to send you data or generate documents?  Here's how:

  1. Click Run on the Master Dashboard.
  2. A new tab will open with your interview workflow.
  3. Copy and paste the URL from that tab.
  4. Share the link.


Note: You can also embed your workflows in your page, place it behind a button on your site, or set up paywalls.


Share workflows from the middle

You may want to enter some of the data into the questionnaire, but then pass the workflow to the client to complete (or vice versa). To do so, use the Include Link to Continue Later option in the image below to generate a link for the user to pick up where the last person left off:

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Place workflows on a publicly facing page for your clients to access.

If you'd like to place some or all of your interviews on a publicly facing page for your clients, please email hello@documate.org and we'll set it up for you immediately.  

Click below for an example of a custom client page:

Sample Custom Page


Restart From the Beginning Each Time

When you use the Run button on the Master Dashboard, you will always start a new session of your workflow.  If you share your link with a client, if the client clicks on the link again, they will be taken to the last place they stopped the last time they visited the link.  This is usually desirable, because you don't want the client to start at the beginning.

However, sometimes (particularly for internal use), you might want your interview workflow to start from the beginning instead of picking up where you left off.  To do so, you can add &new_session=1 to the end of the links right after yml, like in this example:

example.documate.org/interview.yml&new_session=1

Prompt Login Before User Accesses Workflow

To prompt a user to create a login before they access the workflow, insert the link to your workflow in the spot below:

subdomain.documate.org/user/sign-in?dl=true&next=INSERT_LINK_HERE

So for example, if your workflow is https://demo.documate.org/something, your link would say:

demo.documate.org/user/sign-in?dl=true&next=https://demo.documate.org/something