This article explains how to create documents through the Adocka - Oneflow integration.
Video Guide
REQUIREMENTS
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In Adocka
Create a Contract
- Head to your Contracts tab.
- Click Create Contract.
- Choose a template.
- Choose your counterparty.
- Your contract will open and is ready to send!
NOTE You can find your contracts from the consultant/customer card. You can also create a contract from that view if preferred. |