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Getting started with Oneflow Google add-on

Introduction

This add-on will help you convert your Google documents into a Oneflow contract without leaving the Google platform

Note:

  • The current version of the Oneflow add-on for Google Workspace works with Google Docs and Google Slides

  • To use the Oneflow add-on for Google, you need an active Oneflow account. If you don't have it yet, please sign uhere.

  • You must use the same email address for your Google and Oneflow accounts.

  • You don’t need to be a Google workspace administrator to enable this integration.

Install the Oneflow Google add-on 

To install the Oneflow add-on in your Google Workspace:

  1. Visit Google Workspace Marketplace at https://workspace.google.com/marketplace and search for the Oneflow add-on. Click the  Install button to install the add-on. 

  2. Click Continue.

  3. Choose the Google account where you want to use this add-on 

    Note:

    Make sure your Oneflow account has the same email address.

  4. Allow Oneflow to access required Google resources.

  5. You will receive a success message that you are authorized to use the Oneflow Google add-on. 
    Congratulations, the Oneflow add-on is installed! 

  6. Oneflow add-on requires additional authorization to access Google resources on your behalf. Therefore you will see an authorization request. Click BEGIN AUTHORIZATION.

  7. You will receive a success message that you are authorized to use the Oneflow add-on. 

  8. When you close the pop-up, you will be redirected to the Oneflow add-on's home page.

Connect your Oneflow account to your Google account. 

Once the add-on is installed, you'll need to connect it to your Oneflow account: 

  1. Click the Settings icon on your Oneflow add-on > Connect with your Oneflow account. 

  2. You will be redirected to a 3 step process to complete the connection with your Oneflow account. Please perform the steps described in the chapters below depending on your user rights. 

Admin users  

If you are a Oneflow admin user, you need to connect your Oneflow and Google accounts. You need an API token from your Oneflow account to complete this step.

  1. Log in to your Oneflow account, go to Settings Account > Extension, and enable the Google Workspace extension. 

  2.  The API token window will appear. Please copy this token and securely save it for further usage. 

  3. Go back to your Oneflow Google add-on workspace, paste your Oneflow API token, and click Authenticate

  4. The system will take you to the second step, where you will grant users in your Oneflow account permission to use the Oneflow add-on for Google.

  5. To grant user access to the add-on, select individual names. To grant access to all users, click SELECT ALL

    To go to the next step, click the Next button at the bottom.

  6. A success message will appear, meaning that you and users you have granted access to the Oneflow add-on can now create contracts from Google. 

Note:

If you want to provide access to the Oneflow add-on to more users, you can navigate to this screen again and click ADD MORE USERS.

Non-admin users

Note:

If you are not a Oneflow administrator, you need to request your company's Oneflow administrator to install the Oneflow add-on and grant you access to use the add-on by following the steps described in the section above.

Suppose you have already been provided access by your Onefllow administrator. In that case, you should see a green checkmark and your company name just below the Connect to your Oneflow account link. 

If you click the link, you should see a success message, as shown below.

Create a contract

Note:

To create a contract from your Google workspace, please ensure that: 

  • You have connected your Google account to the Oneflow account as described here. 

  • You have created a template in your Oneflow account, which has precisely one PDF section, and the Template group is selected as Google Template.

  1. In your Google workspace, navigate to the Create contract icon .

  2. By default, the Contract name is auto-filled with the name of the Google document. You may update the name as per your choice. 

  3. You can choose your Workspace and Template from which you want to create a contract.

    Note:

    Only templates with exactly one PDF section and the Google Workspace Template template group will display in the dropdown list.


  4. To add a participant to the contract, click ADD COUNTERPARTY.

  5. Choose whether the participant is of type Company or an Individual.

  6. Fill in the required information for the participant. 

  7. Choose a role of the participant in the contract

  8. Click ADD.

  9. If you want to add more participants to the same counterparty, click ADD PARTICIPANT.

  10. If you want to add another counterparty, click ADD COUNTERPARTY. 

  11. Click CREATE CONTRACT to create the contract. 

  12. You will see the success page.



  13. You can review the contract by navigating to your Oneflow account and sending the contract to the participants.

    Note:

    You can create up to 10 contracts from the same document.

    Check the contract status

    You can check the status of all your contracts created from your Google Workspace without leaving Google. 

    If you want to check the contract status created from your Google document/slide:

    1. Open the document, go to the Oneflow add-on, and click the Contract status icon. You will see a list of all the contracts created from this Google document/slide.


  • To view the contract in Oneflow, click the VIEW button. 

  • You can delete the contract by clicking the DELETE button. 

  • To refresh the status of all the contracts created from the document/slide, click the Refresh icon .

Re-authenticating

If you want to rotate or change your Oneflow API key, your Oneflow account admin can do that. 

As a Oneflow admin: 

  1. Open the Oneflow add-on, click the Settings icon > Connect to your Oneflow account.

  2. You will be redirected to the third step of the actual authentication process. Here at the bottom of the screen, click RE-AUTHENTICATE. 


  3. You will be redirected to the first step of the authentication process, where you can enter the generated API token.

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