Dynamic sync (Microsoft 365)

Angelica Angelis
Angelica Angelis
  • Updated

Dynamic sync allows you to update Oneflow contracts whenever the underlying document is changed in Microsoft Word or PowerPoint. Changes you make in your documents will also be reflected in Oneflow contracts created from them.

NOTE

  • Updates can only be applied to contracts in a Draft or Pending state.
  • Once updated, the existing PDF in the contract will be replaced with the latest version of the Microsoft Word or PowerPoint document.
  • The 'Last updated' date and time for update events are shown in your local time zone.
  • Contracts that are in a partially signed 'Pending' state (i.e., where some but not all signatories have signed) will be updated with the latest document. However, the signatures on these contracts will be invalidated. The contract will then have to be signed again by all signatories.

Dynamic sync

To update a Oneflow contract created from the add-in, perform the steps below.

  1. Open a Microsoft Word or PowerPoint document from which a Oneflow contract has been created, then make changes to the document.

  2. Save the document by pressing Ctrl+S, then open the Oneflow add-in from the ribbon. If the add-in is already open, click the Reload button. A notification will appear stating that changes were detected in the document with an option to update the contract with the latest document.

    INFORMATION

    Recommended:

    • For a better experience, make sure to manually save your document by pressing Ctrl+S before opening the Oneflow add-in.
    • This ensures the changes are detected by the Oneflow add-in. Otherwise, the update notification will appear in the add-in whenever OneDrive autosave checkpoints are reached in Microsoft Word or PowerPoint.
Notification about document changes

Notification about document changes

  1. Click the Update button on the contract card.
  2. Click the Update button again in the popup card to confirm. The popup card that appears will vary depending on the state of your contract (i.e., draft, pending with no participants having signed, or pending with some participants having signed).
Updating a draft contract popup

Updating a draft contract

Updating a pending contract popup

Updating a pending contract

NOTE

  • If the contract is in a Pending state, you have the option to add a chat message describing the changes in the document.
  • The maximum supported length of a message is 5000 characters.
  • Once updated, these messages are visible in the Collaboration tab of the contract in Oneflow.
Document update comment in Oneflow

A document update comment in Oneflow

INFORMATION

  • Pending contracts where some signatories have already signed will be updated with the latest document. However, the signatures on these contracts will be invalidated.
  • The contract will then have to be signed again by all signatories.
  • Each participant in the contract will receive a notification when the contract is updated.
Updating a pending contract signed by some participants popup

Updating a pending contract signed by some participants

  1. Upon a successful update, the last updated date and time will be displayed along with a green check mark on the contract card.
Contract card with last updated date and time

Contract card with last updated date and time

Manage dynamic sync

  • If you are an administrator, you can enable/disable the Dynamic sync feature from the settings page of the add-in using the Contract Updates toggle.
Contract updates toggle in settings

Contract updates toggle

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