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. Click here to find out how to use E-sign in Upsales.

Key features:

• Send documents directly from Upsales to your contacts
• Select one or more signing participants
• Choose between multiple standardized Oneflow-templates
• Get notifications when contacts views, signed or denied your contract directly inside Upsales
• All contracts are viewable inside Upsales

This article will cover:

• Activate P:E Accounting app
• Configure Oneflow app
  • Acquiring API Token
  • Add description to document from order

Activate P:E Accounting app

1. Click the Settings icon in the upper right corner of your Upsales screen.
2. Click App directory.
   
3. Scroll to Oneflow in the Apps list, or search for it.
   
4. On the next screen, click Activate
   
   
   
   
5. Click Accept terms to continue.

Configure Oneflow app

If you haven't got a Oneflow account, start by creating your account at www.oneflow.com

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 modal will show with the API token, copy this token.
   
   
   
4. Go to back to Oneflow app in Upsales, paste the API token.
   
   
   
5. In Oneflow app settings in Upsales, scroll down to Oneflow webhook and copy your customer ID number.
   
   
   
   
6. Go to your Oneflow account, locate Upsales in Account > Extensions. Click Settings.
   
   
   
7. Locate Extension configuration in the Upsales extension settings. Click the on edit.
   
   
   
   
8. Enter your Upsales customer ID number. Click confirm.
   
9. Congratulations! Oneflow is now ready to use as E-sign in Upsales.

Add description to document from order

It's possible to add a description on orders, that will appear on the E-sign document. To do so, do the following:

1. Go to Settings, by clicking on the cogs in the upper right corner.
   
   
   
   
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). You can add several fields.
   
   
   
   
5. Click Save, at the bottom of the screen.

Now you've added description fields to orders, that will appear on E-sign documents.