Organising/Archiving

Sharing templates across Collections
You might have several Collections across your company that need to use the same template. Instead of copying the template and moving it (which creates the...
Import Contracts
“Import” is a function that lets you import signed contracts to your Oneflow archive. This is a good way to make your Oneflow archive more complete and to a...
Delete Contracts
The ability to delete a contract depends on your Member role in the Collection where the contract lies. Contributors and Managers can delete contracts (def...
Tags
Tags are used to mark your contracts and templates to make them easier to find. Adding tags Find the contract or template you wish to mark with a...
Cancel contracts
You might already be using the Oneflow Lifecycle feature which allows you to put a duration in your contracts. This in turn allows parties on both sides to ...
Address Book
With the address book feature you're able to save contact details about a person/company and reuse that information when creating a new contract. H...
Global Search
If you have access to multiple Collections it's not always easy to know which contract is in which Collection, so we're happy to make your contrac...
Contract Name
You can add a contract name to your contracts, to make it easier to search for them. This is only internal, so your counterparties will not be able to see t...
Contract Value
Here's how you can add value to your contracts and get useful statistics of what your pipe is worth! To add a value, go in to a contract. Under the...
Roles in a Contract
Roles  When you have created a contact and you're ready to send it to your colleagues and/or counterparts, there are different roles you can assign ...