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Webinar recordings and useful tips

Webinar recordings

Thank you for joining our Oneflow Onboarding Webinar!
We hope you got plenty of valuable tips. Want to see the webinar again? Check the video below.

Useful tips

Below is a short checklist that you can lean on when setting up your Oneflow account: 

  1. Enter company details and logo under Admin > Account.
    (The details will display above the participant list, the document archive, and email notifications).
  2. Under Admin > Extensions, activate the extensions of interest, such as signing via e-identification/SMS.
  3. Want to add more document types or teams? Under Admin > Workspaces, Create more Workspaces.
  4. Create a template.
  5. When the account structure is ready, it's time to invite colleagues!
  6. Start sending documents! Click on the yellow “New document” button in the main menu and choose the appropriate template.

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