01Documentation

Getting started

From the invitation to your first open document. It takes five minutes and nothing can go wrong on the way.

What Delta Flow is

Delta Flow is where a company keeps its documents — procedures, policies, price lists — and where you can tell of every change who made it, when, and whether it is in force yet. You write in it much as you would in Word. It also has an AI agent: a helper you can ask to draft or edit text.

This guide takes you from signing in to publishing your first change. The chapters follow one another, but each can be read alone. The pictures are the real application with the example documents of a fictional company, Nordwind.

The invitation and signing in

You cannot register for Delta Flow by yourself. An administrator of your company creates your account and the application sends you an invitation by e-mail.

  1. Open the invitation e-mail and click the link in it. You set your password.
  2. Next time you sign in directly: fill in E-mail and Password and click Sign in.
The sign-in page. In the top right corner you can switch the colour scheme and the language before you even sign in.

What you see after signing in

It depends on how much you look after. If you work in a single project, you land straight in it — in the approved version of its documents. If you administer the company or have several projects, you first see the company page and get into a project by clicking its name.

The company page as an administrator sees it: members and projects. Click a project’s name (Nordwind here) to open it.

Open your first document

  1. On the left is the Documents panel: folders, and documents in them. Click a folder’s name to open or close it.
  2. Click a document. It opens in the middle as a page.
  3. Read. You cannot break anything yet — you are in the approved version, and that is read-only.
The approved version: the yellow bar says it is read-only. How to start changing something is the subject of the chapter Your first draft.

Before you start writing, read the two short chapters that follow: The basic ideas and What is where on the screen. They save an hour of guessing.

Stuck? Write to svehl.jakub@gmail.com