Create a contract in Adocka

Christoffer Utterborn
Christoffer Utterborn
  • Updated

This article explains how to create documents through the Adocka - Oneflow integration.

REQUIREMENTS

  • A template that needs to be published.
  • The template needs to be assigned the Adocka playbook.
  • User needs Oneflow permission to create documents from that template.

In Oneflow

Create a Document Template for Adocka

  1. Navigate to the desired workspace and enter the Templates tab.
  2. Click on Create template or choose an existing template on the dashboard view to enter the template editor.
  3. Create a template as you desire. You can read more about tips and tricks of template building here.
  4. Once you are satisfied, enter the Data fields tab and select Adocka playbook.
  5. Publish your template.

In Adocka

Create a Contract

  1. Head to your Contracts tab. 
  2. Click on Create contract. 
  3. Choose the template that you want to use. Only published templates with the Adocka Playbook assigned to it will be visible. 
  4. Choose your counterparty. 

Your contract has been created! Learn how to use data fields with Adocka here.

NOTE 
You can find your contracts from the consultant/customer card. You can also create a contract from that view if preferred.

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