Getting started
Set up your business in six steps, send your first request, and see what happens when your customer's files arrive.
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Help center
How Tangentflow works, page by page.
Short, exact guides to every part of the product, written from how it actually behaves. Can't find it? Email hello@tangentflow.com and a person answers.
Start
Set up, send the first request and see what your clients get.
What your client sees
The email your client gets, the private upload page, how checks appear to them, and what the page shows once they are done.
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Collect
Checklists, the checks on every upload, forms and walk-in QR codes.
Building a checklist
How to create a checklist from a template or from scratch, what each item type accepts, and how editing and archiving affect open requests.
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How document checks work
What the AI checks on each upload, the statuses a file can have, what the customer is told, how to switch checks off, and the monthly limits.
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Forms and signatures
How to attach your own form to a checklist item, how customers fill in and sign PDFs online, what happens with Word and Excel forms, and what you get back.
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Walk-in QR codes
How to create a printed QR code that starts a new request on every scan, what the poster shows, what the customer sees, and the limits that apply.
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Automate
How the agent runs a request, email replies and sending in batches.
How the AI agent runs a request
What the AI agent does from the invitation to the hand-off, how reminders are paced, what it never does, and how to adjust it per checklist or per request.
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Customers replying by email
How customers send documents and questions by replying to any request email, what is filed where, what is rejected, and the limits.
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Sending to many customers from a spreadsheet
How to send one checklist to up to 100 customers from a CSV or Excel file, schedule it, repeat it monthly, and track and manage the batch.
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Deliver
Getting the files out: downloads, Google Drive and webhooks.
Getting files out: downloads, destinations, AI assistants
How to download a request as a ZIP or evidence CSV, deliver kept files to Google Drive or a webhook, and connect an AI assistant over MCP.
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Account
Billing, branding, security and what happens to the files.
Billing and plans
What Free and Pro include, the price, how to upgrade through Dodo Payments, and what happens when you cancel or downgrade.
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Settings and branding
Change your business name, logo, brand color and time zone, see where branding shows for clients, and delete your account.
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Security, retention and deletion
How private links, encryption, retention periods, automatic deletion, the deletion certificate, AI processing and bot protection work.
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