Workspaces

What is a Workspace?
What is a Workspace? Workspaces are Oneflow's way of organizing contracts and templates into relevant categories. Think of it like having different...
Create a Workspace
You can choose to create a Workspace for each department, business units or geographical units. Workspaces are like a virtual folders or sub-accounts to ...
Navigating through Workspaces
You can navigate through Workspaces available to you by using the Workspace switcher. Note that each Workspace is completely separate from one anot...
Workspace Roles
Oneflow's powerful permissions allow you to manage what users can access (Workspaces) and what can be done (Member roles). Administrators can view...
Move templates and contracts between Workspaces
Move templates & Contracts If you have more than one Workspace, you can move a template or contact to another Workspace as needed. Here's how:...
Deleting Workspaces
To delete a Workspace click on "Workspaces", then click on the three dots to the right of the Workspace you want to delete, and then on "Del...
Workspace message templates
Message templates Each Workspace has control over its own message templates and there are no limitations as how many message templates a Workspace can have...
Workspace Branding
As an extension of the functions available in Workspaces we now introduce you to the option of Workspace Branding. This means that you can brand your Work...
Rebranding Collections
We have rebranded our concept of Collections in order to better reflect the way they can be used and they way your usage of them is developing and growing. ...