In this overview you will find the basic code snippets at a glance. For more details click on the respective feature.

Description
Flow XML

Introduction

<flow>
<nodes>

Present documents
Present documents in different file formats to your participant and discuss them together.



<node id="Present_documents" type="File">
<name>Present documents</name>
<attachments>
    <attachment fileCode="doc01" attach="true"/>
</attachments>
</node>

Fill in forms
Define forms that you wish to complete together with your participant.







<node id="Fill_in_forms" type="Form">
<name>Fill in forms</name>
<title>Details about the customer</title>
<text>Complete the following</text>
<fields>
    <field name="company name" text="Company name" />
    <field name="family name" text="Last name" />
    <field name="birth names" text="First name" />
</fields>
</node>

Make Choices
The choice function provides flexibility during your online meeting.








<node id="Make_choices" type="Choice">
<name>Make choices</name>
<title>I can show you the following</title>
<text>Make a choice:</text>
<options>
    <option value="Presentation"><text>Give a presentation.</text><goto>Node1</goto></option>
    <option value="Screen"><text>Share my screen.</text><goto>Node2</goto></option>
    <option value="Form"><text>Fill in a form.</text><goto>Node3</goto></option>
    <option value="Offer"><text>The customer signs.</text><goto>Node4</goto></option>
</options>
</node>

Share your screen
Simply show anything on your screen, like a live tariff calculator, while your participant is watching.

<node id="Share_your_screen" type="ScreenShare">
<name>Share your screen</name>
</node>
Upload documents
You and your participant can upload files during the online meeting.




<node id="Upload_documents" type="Upload">
<name>Upload documents</name>
<uploads>
    <upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="true" />
</uploads>
</node>
Download documents
You and your participant can download documents during the online meeting.





<node id="Download_documents" type="Download">
<name>Download_documents</name>
<title>The title of the node</title>
<text>Subtitle</text>
<attachments>
    <attachment templateCode="doc02" />
</attachments>
</node>

Autogenerate and send emails 
Generate and send emails including meeting summaries, contracts or meeting invitations.




<node id="Autogenerate_and_send_emails" type="Email">
<name>Autogenerate and send emails</name>
<templateCode>email01</templateCode>
<attachments>
    <attachment fileCode="pres01" attach="true" />
    <attachment templateCode="att01" attach="true" />
</attachments>
</node>

Sign documents 
Have contracts or order forms signed during your online meeting.



<node id="Sign_documents" type="Sign">
<name>Sign documents</name>
<signs>
    <sign fileCode="testdoc"> <position left="105" top="180"/></sign>
</signs>
</node>

Html & embed iframes 
Embed external content such as YouTube videos, ads or much more into your online meeting.

<node id="Html_and_embed_iframes" type="Template">
<name>Html and embed iframes</name>
    <templateCode>template001</templateCode>
</node>

Present videos
Present videos during your online meeting.


<node id="Present_videos" type="Template">
<name>Present videos</name>
    <templateCode>template001</templateCode>
</node>

Present photos 
Present photos during your online meeting.




<node id="Present_photos" type="File">
<name>Present photos</name>
<attachments>
<attachment fileCode="doc01" attach="true"/>
</attachments>
</node>

Close
</nodes>
</flow>

In the appendix you will find an example XML code with all featured features.


In this overview you will see the text for creating reports or autogenerated documents. For more details click on the respective feature.

Description
Example-text

Autogenerate documents 
Automatically generate PDFs out of filled in forms.

Hello [flow:birth name] [flow:family name],

thank you for today´s online conversation. You have ordered [flow:amount of packages] software packages.

Sincerely yours [user:Full Name]

Create reports 
Automatically create reports of each meeting. This can be a summary of the completed forms, discussed contracts or anything else.
Hello [flow:birth name] [flow:family name],

thank you for today´s online conversation.

You have ordered [flow:amount of packages] software packages.

Sincerely yours [user:Full Name]