Get started with Oneflow x Microsoft 365

Introduction

This add-in lets you seamlessly convert your documents into digital contracts in Oneflow. Seal the deal without leaving Microsoft 365.

This add-in is available on:

• Microsoft Word
• Microsoft PowerPoint

Support for additional Microsoft 365 apps is coming soon.

INFORMATION You can use the Oneflow add-in with the cloud and desktop versions of Microsoft Word and PowerPoint. If you are using Microsoft Word or PowerPoint on the desktop, make sure to save the document to your OneDrive account before using the Oneflow add-in. Supported browsers Latest version of Google Chrome Latest version of Firefox Latest version of Microsoft Edge Latest version of Safari* *For a streamlined user experience on Safari, go to Settings > Privacy > Deselect Prevent cross-site tracking.

Get the add-in

1. Open Microsoft Word or PowerPoint.
2. Create a blank document or open an existing document.
3. Click on the Insert tab.
4. Click on Add-ins.

5. Select the Store tab.

6. Search for "Oneflow", then click on the add-in.

7. Click Add, then click Continue to proceed.
8. The Oneflow add-in will then be added as a button in the Home tab of the ribbon.

Connect the add-in with Oneflow

When using the add-in for the first time, you need to connect your Oneflow account to the add-in.

1. Open Microsoft Word or PowerPoint.
2. Create a blank document or open an existing document.
3. Click on the Oneflow add-in.

4. Click on Sign in with Microsoft. Log in using your Microsoft account, then click on the Oneflow add-in to reload it.

If you are a new user who signed in with an email address that is not associated with a Oneflow account, you are redirected to a welcome screen.

• Click on Create new account to proceed.
• A new window will open where you will have to enter your email address and click on Submit. You will then receive an email from Oneflow containing a link to activate your account.

If you signed in with an email address associated with a Oneflow account, you are redirected to the Authenticate your account page. To get the API token, follow the steps in Authenticate your Oneflow account. Note that you will not see this page if you are an organizational user who received an invite from an admin user.

Authenticate your Oneflow account

1. Log in to Oneflow as an administrator, go to Marketplace > Click on Microsoft 365 and then on Enable.

2. Copy and paste the API token into the text field in the add-in.

3. Click on Authenticate account.
4. If your Oneflow account does not contain a template, you are redirected to the instructions page in the add-in.

5. If your Oneflow account already contains a template, you are redirected to the Create Contract page.

Create a template in Oneflow

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

1. Log in to Oneflow.
2. Click on the Templates icon from the side panel.
3. Click on + Create Template or open an existing template.
4. Click on the current template name, then enter a new name for your template (e.g., "Microsoft Word Template"). This template name is required in the next stage.
5. Click on the Data Fields icon in the side panel. From the Select template group dropdown, select Microsoft 365 Template.

6. Click on + Add content and add a PDF document section to the template.

   IMPORTANT Your template must have a PDF document section to work with the add-in.

7. Click on the Publish button to activate the template.

8. Return to Microsoft Word or PowerPoint, and open the Oneflow add-in from the ribbon.
9. You are now ready to create contracts from your documents.