Create a contract in Intelliplan

This article explains how to create an employment contract through the Oneflow integration in Intelliplan.

In Oneflow

Create a Document Template for Intelliplan

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 Intelliplan Playbook.
5. Publish your template.

In Intelliplan

Create an employment contract

The initial steps may vary depending on the contract type and where you start in Intelliplan. The following steps describe how to create an employment contract from a contact card.

1. Find and open the relevant contact in Intelliplan.
2. On the contact card, click Contract.
3. Review the list of signed and pending contracts associated with the contact.
4. Click the + icon to create a new contract.
5. Select the appropriate Oneflow template from the list of available templates.
6. Enter the required contract details.
7. Click Save.
8. Click Show to open the contract.
9. Review the contract and confirm that the information is correct.
10. Click Send when the contract is ready to be sent to the participants.

Your contract has now been created and sent through Oneflow.

Troubleshooting

• If the template is unavailable, confirm that it is published and configured for the Intelliplan integration in Oneflow.
• If you cannot create a contract, confirm that you have permission to create documents from the selected template.
• If information is missing or incorrect, review the consultant or company details in Intelliplan before creating the contract again.