Introduction
This add-on will help you convert your Google documents into a Oneflow contract without leaving the Google platform.
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INFO
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Install the Oneflow Google add-on
To install the Oneflow add-on in your Google Workspace:
- Visit the Google Workspace Marketplace, search for the Oneflow add-on and click Install.
- Click Continue.
- Choose the Google account where you want to use this add-on.
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INFO Make sure your Oneflow account uses the same email address. |
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Allow Oneflow to access required Google resources.
- You will receive a success message confirming authorization.
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The Oneflow add-on requires additional authorization. Click BEGIN AUTHORIZATION.
- You will receive another success message confirming you are authorized to use the Oneflow add-on.
- When you close the pop-up, you will be redirected to the Oneflow add-on home page.
Connect your Oneflow account to your Google account
Once the add-on is installed, you need to connect it to your Oneflow account:
- Click the Settings icon in the Oneflow add-on > Connect with your Oneflow account.
- You will be redirected to a 3-step process depending on your user rights.
Admin users
If you are a Oneflow admin, you need an API token to connect:
- Log in to Oneflow as an administrator, go to Marketplace > Google Workspace integration > Enable.
- Copy the generated API token and save it.
- Paste the API token into the Oneflow Google add-on and click Authenticate.
- You will be taken to the second step, where you can grant users permission to use the add-on.
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Select users individually or click SELECT ALL. Then click Next.
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A success message will appear, confirming access has been granted.
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NOTE If you want to provide access to more users later, revisit this screen and click ADD MORE USERS. |
Non-admin users
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NOTE If you are not an admin, you need to request your company’s Oneflow administrator to install the add-on and grant you access. |
If you have been granted access, you will see a green checkmark and your company name below the Connect to your Oneflow account link.
If you click the link, you should see a success message.
Create a contract
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NOTE To create a contract, ensure:
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- Open a Google Doc or Slide, open the Oneflow add-on and click the Create contract icon.
- The Contract name defaults to the document name, but you can edit it.
- Choose a Workspace and Template.
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NOTE Only templates with exactly one PDF section and the Google Workspace Template group will display in the dropdown. |
- Click Add Counterparty and fill in details (Company or Individual, role, etc.).
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Click Add.
- To add more participants, click Add Participant. To add another counterparty, click Add Counterparty.
- Click Create Contract to create the contract.
- You will see a success page. Review the contract in your Oneflow account and send it.
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NOTE You can create up to 10 contracts from the same document. |
Check the contract status
You can check contract statuses without leaving Google:
- Open the document, go to the add-on, and click Contract status. A list of all contracts from this file will display.
- Click VIEW to open the contract in Oneflow.
- Click DELETE to remove it.
- Click the Refresh icon to update statuses.
Re-authenticating
If you need to rotate or change your API key, an admin can re-authenticate:
- Open the add-on, click Settings > Connect to your Oneflow account.
- Click RE-AUTHENTICATE.
- You will be redirected back to the first step where you can enter the new API token.