Welcome to Oneflow! Here is an outline to get you started.


Dashboard


When you've logged in to the app you're met by a personal Dashboard which gives you an overview of your contract activities over the last 30 days



In the menu to the left you will, depending on your access, also se a New Contract option, an Archive of contracts, and Templates


 

If you're an account Administrator, you will also have the options Users & groups where you administrate users and groups of users, Collections where you create new and manage existing Collections and Templates.



To see more details about your contracts go to your Contracts view and check the box "Me"



You can use the available quick filters to limit your view to Sent, Signed, Drafts or My turn to sign. Or filter your search through the many options available in the list.  


The Contracts view also shows how many times the contract has been opened by your counterpart.



 It is possible to set a period of validity on the contract before you send it (the default is otherwise set to 14 days) and the Contracts view will also show you  when the validity will expire.



If the contract isn't signed before the validity expires, the status will change to Overdue. An overdue contract can no longer be signed. 

However, you can easily renew the contract by prolonging the period of validity. To do so, simply klick on the 3 little dots in the top right corner of the contract details, and choose set expiry date



Set your new date in the calendar that appears, and confirm. Your counterpart will be notified that the contract has been updated and can once again sign it.




When the contract has been signed it will automatically be moved to Signedand your counterparts will be showed with a checkmark 




To see your colleagues contracts (presuming you have access to see them), simply uncheck the "Me" box and the contracts view will show all contracts.