Each account in Oneflow represents a separate customer with its users, workspace, etc. Accounts are logically separated, and no data is shared between them.
You can manage accounts only on the Oneflow application user admin pages as an administrator.
See Oneflow help center to learn how to manage your account in the Oneflow application.
The three dots Actions menu is common in the Oneflow application. It lets the user perform various actions on specific items depending on where this menu is located in the Oneflow app.
Authentication token required for accessing Oneflow via the API.
File attached to a contract. The following types of files are allowed:
You can add any type of file to the contract, but only PDF and TIFF files will appear directly in the contract PDF. All attachments will always be part of the signed contract. You can download files other than PDF or TIFF from the links in the contract PDF and on the web.
Some parameters in the contract, like delivery channels or sign methods for the participants, depend on the account settings. To learn what options are available for you, please run the GET request for a template or contract endpoint.
For more details, see available options.
Any flow that automates the processing of contracts from any system based on actions and events in the contract or your business system.
The central entity in the Oneflow contract management platform, around which everything else is built.
To learn how to create and manage contracts via the Oneflow API, see the Tutorials section.
Also, see Oneflow help center to learn how to manage your contracts in the Oneflow application.
A contract event caused by any change in the contract content or the contract terms. Some other actions, such as a participant's comment or the first visit to a contract, will also trigger events.
Contract events are also the basis for triggering webhooks. See the Webhook API section with a full list of all possible events.
The estimated value of the contract that allows you to get useful statistics of what your pipe is worth. This value is not based on the products in the contract.
See Oneflow help center to learn how you can use contract value.
See tutorials on how to create contracts with counterparties for more details.
Data fields are contract variables (also known as placeholders, custom fields, tags, etc.) that you can use in contract product tables, text, image, and form sections.
Please see the Create a contract with data fields tutorial for more details.
See also Oneflow help center for more information on how data fields are used in contracts.
When you create a contract, data fields are inherited from the template from which you create a contract.
A template type specifies which data fields are available in each contract template associated with that template type. Changing data fields in a template type will automatically change those data fields in all templates of that template type.
A participant attribute that defines how the contract is sent for this participant. The available options of delivery channels depend on your account settings.
An extension of the Oneflow platform. Extensions are managed on the Oneflow account Extensions page. Available extensions include eIDs, API tokens, webhooks, and partner system integrations.
Template types created by an integration extension are assigned an extension type. This type is assigned by Oneflow when the integration extension is created. Use the extension type instead of the ID when filtering template types.
Any system integrating with the Oneflow platform.
A group is a contract actor that can be used in combination with a workspace role to grant access to a group of users.
Special kind of extension in Oneflow for partner system integrations. Oneflow creates the extensions as part of building the integration.
The Oneflow web application reached on https://app.oneflow.com/.
The party that created contract. Many actions on a contract, like deleting the contract or changing its layout, are only allowed for the owner-side party.
Represents a real person in a contract. Participants always belong to a party, which is the legal entity the participant represents.
A participant marked as a signatory must sign the contract for the contract to become signed and legally binding.
A PDF document attached to the contract.
Represents a single row in the contract product table. Each product can have a name, description, price, and quantity.
See the Create a contract with products for more details.
See the Create a contract with products for more details.
The sign method defines the method by which the signatory participant signs the contract. This can be a standard electronic signature or an advanced eID signature. The options available for the sign method depend on your account settings. For more information, see the Available options section.
The legacy name for Template type.
A template type represents a set of template variables (data fields) that can be optionally linked to any contract template in Oneflow. The contract template will automatically gain access to all the data fields predefined in the template type when a template type is applied to a contract template. The template type also controls what webhooks send the contract event notifications.
When you register a new Oneflow trial account, a 14-day trial will begin. The system will then convert your trial account plan to the free plan, which has many limitations compared to a paid plan.
Check out the Oneflow website to learn more about available plans.
Please contact our support team to remove the limitation for accounts used to develop and test integrations.
You can manage users only on the Oneflow application user admin pages as an administrator.
To access the Oneflow platform as a user, the user needs to be active.
See the Oneflow help center to learn how to manage users.
User permission system allows you to grant and restrict the permissions given to users in a workspace. A user may have permissions to create contracts in one workspace but only manage templates in another workspace.
You can set user permissions on two levels:
See the Oneflow help center to learn how to work with roles and permissions.
Webhooks is a notification mechanism to inform third-party systems about contract events. Every time that event occurs, Oneflow makes a corresponding HTTP request to all webhook URLs defined in the account the contract resides in.
See the Working with webhooks tutorial to learn the webhook sign key is used.
Users must create all contracts in a workspace.
See the Oneflow help center to learn how to work with workspaces.
Updated 3 days ago