Get started with Oneflow

• Introduction
• Your Login
• Create your HTML based contract template
• Create a PDF Contract Template
• Sending a contract

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My Dashboard

• My dashboard
• Dashboard Statistics

Oneflow Academy

• Oneflow Academy- Webinar
• Oneflow Academy- Webinar Video + Tips

Workspaces

• What is a Workspace?
• Create a Workspace
• Navigating through Workspaces
• Workspace Roles
• Move templates and contracts between Workspaces

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Manage users & groups

• Invite users
• Deactivate users
• Add users to groups
• Create Group

Roles and permissions

• Roles and permissions
• Grant access to a Workspace
• Remove access to a Workspace

Settings

• How to manage your notification settings
• Take over an existing user
• Change password
• Single Sign On (SSO)

My Profile

• Private message templates
• Two-Step Authentication for Login

Templates

• Add a page break
• Lock sections in templates
• Section: Text and Image
• Template Library

Introduction

• What integrations does Oneflow offer?

Salesforce

• Getting started with Salesforce
• Setting permissions
• Integrating Oneflow for Salesforce with other Salesforce apps
• Salesforce Configurations
• How to create contracts using Oneflow for Salesforce?

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Upsales

• Getting started with Upsales
• Create a Contract in Upsales

Lime CRM

• Getting started with Lime
• Create a Contract in Lime CRM

Intelliplan

• Getting started with Intelliplan
• Create a contract in Intelliplan

Adocka

• Getting started with Adocka
• Create a Contract in Adocka

HubSpot

• Getting started with HubSpot
• HubSpot troubleshooting
• Create a contract with products

Teamtailor

• Getting started with Teamtailor
• Create a contract in Teamtailor
• Teamtailor troubleshooting
• Mapping Teamtailor custom fields to Oneflow data fields

SuperOffice

• Getting started with SuperOffice

Jobylon

• Getting started with Jobylon

Dynamics

• Getting started with Dynamics
• Displaying Contracts on Account/Contact form
• Customization guide: extending oneflow application with custom logic
• How to set up and use custom data fields
• Understanding contract data stored in Dynamics

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Membrain

• Getting started with Membrain
• Create a contract / agreement in Membrain

Developers

• Contract duration and lifecycle settings

Sympa HR

• Getting started with Sympa HR
• Create a contract in Sympa HR
• Troubleshooting

Edit contracts

• Attach documents or files
• Editing Contracts
• Editing signed contracts
• Adding a Video to Contracts

Delivery

• Audit trail
• Comment field
• Bounced e-mail
• Undelivered contracts
• Delivery methods

Signing

• Signing Methods
• Change expiry date
• Activate Electronic Identification (BankID)

Organising/Archiving

• Sharing templates across Workspaces
• Import Contracts
• Delete Contracts
• Tags
• Cancel contracts

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Data Fields

• Data fields

For recipients

• Delegate signing rights
• Introduction to Oneflow
• Notifications
• Audit trail
• Troubleshooting

Security

• Two-step Authentication for Opening Contracts
• Data Retention
• Download Verification