Getting started with Microsoft 365

This article explains how you integrate and get started with the Microsoft 365 - Oneflow integration. The add-in works with Microsoft Word and Microsoft PowerPoint, in both the cloud and desktop versions.

In Oneflow

Activate the Microsoft 365 Integration

1. Log in to Oneflow as an administrator and navigate to Marketplace.
   
    
2. Scroll down to Microsoft 365, click on it, and then tap on Enable.
   
    
3. Copy the API token – you will paste it into the add-in in the next section.
   
    
4. Go to Templates > + Create Template (or open an existing template) and give it a name.
5. Click the Data Fields icon in the side panel and select Microsoft 365 Template from the Select playbook dropdown.
6. Click + Add content and add a PDF document section. The template must have a PDF document section to work with the add-in.
7. Click Publish to activate the template.

In Microsoft 365

Configure Oneflow Settings

1. Open Microsoft Word or PowerPoint and create or open a document.
2. Click the Insert tab > Add-ins > Store, search for Oneflow, click the add-in and click Add, then Continue. The Oneflow add-in appears as a button in the Home tab.
3. Click the Oneflow add-in and click Sign in with Microsoft. Log in with your Microsoft account, then click the add-in again to reload it.
4. On the Authenticate your account page, paste the Oneflow API token into the text field and click Authenticate account.

The Oneflow integration is now active! Learn how to create a contract here.