Getting Started with Cinode

Christoffer Utterborn
Christoffer Utterborn
  • Updated

Here's a guide explaining how to activate the integration between Oneflow and Cinode.

NOTE

  • You must have an account in Oneflow and Cinode with the same email address.
  • Only Oneflow workspaces that contain at least one active Cinode template will be available for selection in Cinode.

Enable the Cinode integration in Oneflow

To enable the Cinode integration:

  1. Log in to Oneflow as an administrator, go to Marketplace > click the Cinode integration > Enable.
Enabling the Cinode integration in Oneflow Marketplace

Alternatively, you can enable the integration by navigating directly to this URL: https://app.oneflow.com/marketplace/cinode

  1. Oneflow will automatically generate and display the API token when you enable the integration.
API Token generation
NOTE
This token is only shown once. Save the token as soon as it’s displayed to connect your Oneflow and Cinode accounts later. If you lose your token, you must disable the integration and enable it again to get a new one.

Configure the Oneflow integration in Cinode

  1. Log in to your Cinode account as an administrator.
  2. Go to Administration > Integrations > Apps and install the Oneflow app.
Installing the Oneflow app in Cinode
  1. Click Accept & Install.
  2. Click Settings on the Oneflow app page in Cinode, and when prompted, provide the Oneflow access token you copied in the previous step.
Entering the API token in Cinode settings

Create a contract template

Now, create a template in Oneflow that you will use for creating contracts from Cinode:

NOTE
Ensure the Oneflow user intended to create documents from templates has a role with the 'Create documents from templates' permission.

  1. Go to Templates and click Create template.

    Create template button in Oneflow
  2. Click the Data fields icon in the side panel. From the Template groups dropdown, specify the template group as Cinode Template.
Data fields icon

NOTE

You may also convert an existing template for use with Cinode by changing its Template group.

Setting the template group to Cinode Template
  1. You can also add data fields for information that should be automatically pushed over from Cinode to your Oneflow contract. Click the pen icon in a form field > Data field, select a data field, and Save.

NOTE

Refer to the official documentation on Using data fields in a template.

Adding a data field to a form field

A link symbol will mark the field connected to a data field.

Data field link symbol
  1. You can also add a data field to scrolling text. To do so, highlight the text you wish to connect and click the data field icon in the editor. Choose the appropriate data field and Confirm.

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Adding a data field to scrolling text
  1. Click the Publish button to activate the template.
Publish template button

Setup is complete. You can now create and sign documents in Cinode.

Create a contract

You can create Oneflow contracts from Projects and Candidates in Cinode.

  1. Log in to Cinode.
  2. Open an existing Project or a Candidate profile.
  3. In the Oneflow documents widget, click + to create a new contract.
Create new contract in Cinode

Include Roles with Project contracts

Roles are automatically included as “products” in contracts created from a project as long as a single product table is added to the selected template.

Product table columns are populated as follows.

Name Description Price 1 Price 2 Value
{role name} - {role extent} Period: {start} - {end}; Assigned: {Assigned person} -- {role description} {currency code} {rate}/h blank blank

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