Getting started with Membrain

Angelica A
Angelica A
  • Updated

This article explains how you integrate and get started with the Membrain - Oneflow integration.

REQUIREMENTS

  • The setup has to be done by an administrator in both systems.
  • Log in to both Oneflow and Membrain using the same email address
  • You need your Membrain subdomain and the Oneflow API token to complete the setup.

In Oneflow

Activate the Membrain Integration

  1. Log in to Oneflow as an administrator and navigate to Marketplace.
    marketplace-hd-hfr.gif
     
  2. Scroll down to Membrain, click on it, and then tap on Enable.
    enable-integration.gif
     
  3. When the integration is enabled, the Oneflow system generates an API token. The token is only shown once, so copy it and save it in a safe place. If you lose it, disable the integration and enable it again to generate a new token.
    token-example.gif
     
  4. Still on the Membrain page in Marketplace, click the Edit icon and type in your Membrain subdomain name.

In Membrain

Configure Oneflow Settings

  1. In Membrain, go to System Setup, scroll down to Integrations and click Oneflow.
  2. Go to Authentication, click Authenticate with Oneflow, enter the Oneflow owner email address and paste the Oneflow API token, then click Save.

The Oneflow integration is now active! 

Add contract templates to Membrain

To add contract templates to Membrain, follow the steps below.

NOTE

Make sure to add the templates one at a time and that the templates does have the Membrain template assigned to them.

  1. In Membrain, on the Oneflow Integration page, go to Templates.
  2. Click Add Template.
  3. Click Select Template and select the template that you want to add.

Learn how to create a contract here.

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