Quickstart Guide

Introduction

This guide shows the fastest way to create your first working document collection flow and review a submission result.

By the end of this guide, you will have:

created a collection
added it to a workflow
launched the flow
completed a test submission
reviewed the result in Submissions

Before you begin

Before you start, make sure you:

Have a Bynn account Create a Bynn account here
Can access Document Collection
have at least one sample file ready for testing

Step 1: Create a collection

Go to Collections and create a new collection.

Enter:

a Collection Name
a Description
a Status A collection defines which documents you want to request from the user.

Step 2: Add your first document

Under Required Documents, click Add Document and configure at least one document.

At minimum, select:

document name
document type
requirement
upload count
allowed file type

For your first test, keep it simple and add only one required document. Please see this guide for more information about creating a collection and the options: XXXX

Step 3: Create a workflow

Go to Workflows and create a new workflow.

A new workflow automatically includes a Start node and a terminal outcome node, APPROVE.

For a first quick test, you only need a very simple workflow.

Step 4: Add a Document Collection node

In the workflow builder, add a Document Collection node. This is found in the node section Actions → Document Collection.

This node is where the workflow requests the documents defined in your collection. Open the node settings by, click on it and choose which Document Collection you want to use.

Step 5: Add a Display Screen node

In the workflow builder, add two Display Screen nodes. This is found in the node section Actions → Display Screen.

This type of node will display a message after completing the workflow or if the workflow has timed out.

Step 6: Connect the workflow

Connect the nodes so the flow runs from:

Start → Document Collection → APPROVE / REJECT → Success display/Timeout display

This is one of the simplest possible working flows and is enough for a first test.

Step 7: Save and activate the workflow

Click Save.

Saving the workflow publishes it and makes it available for use.

Step 8: Open the Data Collection Link

After saving, open the workflow overview and copy the Data Collection Link.

Open this link in your browser to launch the flow as an end user.

Step 9: Complete a test submission

Use the Data Collection Link to go through the workflow and upload your test document.

What the user sees during this step depends on how the workflow creator has configured the flow.

Step 10: Review the result in Submissions

After completing the flow, go to Submissions and open the created submission.

There you can review:

completion status
uploaded documents
workflow name
timestamps
download options

If the test was successful, you should see a new submission with the uploaded document and its current or completed status.