Get started
From demo to your first complete file, in four steps.
1. Get access
Hubflow has no self-service sign-up. After a 30-minute demo, our team opens your workspace and sets it up with you: templates, contacts, reminder rules. Book a demo.
2. Choose a template
In Templates, pick the one for your industry (for example Tenant file with guarantor). Duplicate it to adapt it: documents, criteria, reminders.
3. Send a request
Name the request, add each participant’s email or a contact list, then send. Everyone gets a personal link, no account needed.
4. Track
Progress is shown per request and per participant. You’re notified for each document received and when the file is complete.
Vocabulary
The website speaks your industry’s language; the API speaks the product’s.
| On the website | In the app | In the API |
|---|---|---|
| File, request | Deposit | deposit |
| Expected document | Requested item | slot |
| Document template | Document type | slot_type |
| Participant | Recipient | directory |
| Uploaded file | Received file | upload |
| Validation criteria | Rules | rules, for example extension:eq:pdf|and|size:lt:5000000 |
| Automatic check | Rejection reason checked on upload | handle with llm: true |
Next steps
- Collect guide: validation, rejections with reasons, reminders, export
- Share guide: resources, access, versions, log
- Send guide: commitment, proof, deletion
- Public API and webhooks