Here's how you send a contract through Membrain! 1. Login to Membrain, you need to setup a new Sales process or edit an existing one to use Oneflow...
Login to Dynamics with Admin privileges Settings - Customization - Customize the system Choose opportunity entity and form where you want to p...
By Pre-default Workspace/Templates, customers can skip choosing Workspace/Templates when creating a contract since these are already pre-selected. In order...
Here's a guide explaining how to activate the integration between Oneflow and Membrain. Enable extension in Oneflow 1. To enable the Membrain i...
Data retention is a way for you to manage your contract data to avoid any information being stored passed its allowed time (GDPR). By enabling data retentio...