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Word Founding Fan

PodioDocFlow

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Mapping preview


            

          

        


        

          

            

              
DocFlows

              
              
Manage saved DocFlows on this page. A DocFlow stores source, template, mapping, filename, and visibility.

            

            

              
              
            

            
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Admin-only signals for support, product learning, and fair use. No billing metering.

                

                
              

              
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Test plan

                  
Admin testing only. This does not change customer, payment, or entitlement state.

                

                
              

              
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                Admin: Founding Fan is assigned manually after a verified Moneybird payment. Use manual override deliberately for tests or special situations, for example Founding Fan without payment or multiple users on the same domain. Record email address, domain, and reason for an override.
              

              

                
                
                
              

              

                

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Plan matrix

                    
Fixed central matrix for admin review. Changes go through config/product.cjs.

                  

                

                
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                  New document
                  New DocFlow
                

                

                  Single Document
                  Private
                  Template: not chosen yet
                  Source: choose a workspace and app
                

              

              
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Source

                      
Choose an item for documents or a saved Podio view for a report preview.

                    

                  

                  
                  

                    
                    
                    
                    
                  

                  

                    
                    
                  

                  

                    

                      

                        Recently changed
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                      15 items where possible
                    

                    

                  

                  
                  
                


                

                  

                    

                      
Preview

                      
Field values are fetched again when refreshing.

                    

                    

                      
                      
                    

                  

                  

                    

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Backup DocFlow

              
Export or import the settings of this DocFlow as a JSON backup.