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