Oneflow is a service for online contract management that's integrated into Upsales. Oneflow makes signing documents online really simple.

Note: The OneFlow app integrates with Upsales E-sign. How to use E-sign in Upsales

This article covers:

• Oneflow features
• How to activate Oneflow app
• How to configure Oneflow app
  • Acquiring API Token
  • Adding descriptions to documents from orders

Oneflow features

• Send documents directly from Upsales to your contacts
• Select one or more signing participants
• Choose between multiple standardized Oneflow templates
• Get notifications in Upsales when your contacts view, sign or deny your contract
• View contracts inside Upsales

How to activate Oneflow app

1. Click your profile image on the top-right of your screen
2. Click App directory:
   
   
   
   
3. Click on Oneflow in the App Directory:
   
   
   
   
4. On the next screen, click Activate:
   
   
   
   
5. Click Accept terms to continue.

Configure Oneflow app

Not got a Oneflow account? Sign up at www.oneflow.com

Your colleagues also need a Oneflow account if you're sending them contracts. Otherwise you'll get an error message: "Could not create contract: Could not find Oneflow user with email"

Acquiring API Token

1. In your Oneflow account, go to Account>Extensions:
   
   
   
   
2. Scroll down and locate Upsales. Click the toggle to activate Upsales integration:
   
   
   
   
   
3. A pop-up will appear with your API token:
   
   
   
   
4. Return to the Oneflow app in Upsales. Paste the API token:
   
   
   
   
   
5. Return to Oneflow. Click Upsales in Account>Extensions:
   
   
   
6. Locate Extension configuration in the Upsales extension settings. Click the Customer ID field:
   
   
   
   
7. Enter your Upsales customer ID number. This appears in the URL of your browser when you're logged into Upsales:
   
   
   
8. Congratulations! Oneflow is now ready to use as e-sign in Upsales.

Adding descriptions to documents from orders

Here's how to add descriptions of orders that will appear on the e-sign document:

1. Click your profile picture in the top-right of your screen, then click Settings:
   
   
   
   
   
2. Locate Oneflow in the left menu, under App Directory:
   
   
   
3. Scroll down to Options, click in the Description field:
   
   
4. From the dropdown menu, choose the fields you want to add to orders (and which will appear on e-sign documents). 
   
   
   
   
5. Click Save at the bottom of the screen.
6. Log out and login again.

The description fields will now appear on your e-sign documents.