Getting started with Oneflow x Linkity

Step 1: Activate the integration in Oneflow

1. Log on to Oneflow as an administrator, go to Marketplace > Click on Linkity and then on Enable.

2. Copy the API token and paste it into Linkity as described in Step 2.

Step 2: Activate integration in Linkity

1. In Linkity, go to Company settings, then click on the Integrations tab.

2. In the Oneflow integration section, click on the Activate button.

3. Paste the API token you copied from Oneflow in Step 1 into the Key field, and enter the email address associated with your Oneflow account in the Email field.
4. Click on Activate.

Step 3: Create contract templates using Linkity’s template group

To create a contract from a document, you first need to create a template in Oneflow. Templates act as blueprints for contracts.

1. Navigate to the Templates page and create a new template from the template library or create a new template to start from scratch.
2. Click on the Data fields icon in the side panel. From the Select template group dropdown, select “Linkity”.
3. Customize the template to match your needs by editing its sections. Furthermore, you will be able to use supported data fields from Linkity in the template. See 'Introducing data fields' below to learn more.

4. Click Publish to activate the template.

5. After this, you can create contracts from Linkity using the templates in Oneflow.

Adding data fields to a text section

1. Ensure your template has a text section. If not, click on the + button, then select Text and image.

2. Move the cursor to the place you wish to insert a data field, then click on the Insert data-field button from the toolbar.

3. Select any Linkity data field from the dropdown. All supported fields in Linkity will be displayed in the dropdown.

Adding data fields to a form section

1. Ensure your template has a form section. If not, click on the + button, then select Form.

2. Click on any field in the form. If the form contains no fields, press Add field. The Edit field card will open.

3. From the Data field dropdown, select any Linkity data field you want to link. All supported fields in Linkity will be displayed in the dropdown.

Step 4: Use the integration to sign employee work contracts

To create employment contracts:

1. Open a user in Linkity and go to the Employment tab.

2. Scroll down to Employment periods and create a new one or open a pre-existing one.
3. In the employment period modal, scroll down to the Contracts section.

4. Select a Workspace and Template you want to use, then press Create New Contract. This will create the contract in Oneflow.

5. To open a contract in Oneflow, click on the name of the contract.