How to create templates

This webinar is a hands-on tutorial on how to create templates in Oneflow. We’ll guide you through the full process step by step, from starting a new template and structuring it to adding and editing content, inserting standard sections, and preparing it for use.

By the end, you’ll know how to build a template that you can use repeatedly to create consistent agreements faster and with less manual work.

Recommended Help Center articles

Create a template: https://support.oneflow.com/hc/en-se/articles/38538215446801-Create-a-template
Data fields: https://support.oneflow.com/hc/en-se/articles/38869902462993-Data-fields
Required Fields: https://support.oneflow.com/hc/en-se/articles/38610026489617-Required-Fields
Section Rules: https://support.oneflow.com/hc/en-se/articles/38716266192017-Section-Rules
Product table: https://support.oneflow.com/hc/en-se/articles/38721044385425-Product-table
Lock sections in templates: https://support.oneflow.com/hc/en-se/articles/38541309744273-Lock-sections-in-templates
The editor: https://support.oneflow.com/hc/en-se/articles/38718299848337-The-editor
Create a PDF Template: https://support.oneflow.com/hc/en-se/articles/38676783540241-Create-a-PDF-Template
Fields on PDF: https://support.oneflow.com/hc/en-se/articles/38677364522385-Fields-on-PDF
Duration & Lifecycle Events: https://support.oneflow.com/hc/en-se/articles/38848030575249-Duration-Lifecycle-Events
Share templates across workspaces: https://support.oneflow.com/hc/en-se/articles/45110299947281-Share-templates-across-workspaces



Helpful videos

How to create contract templates: https://www.youtube.com/watch?v=C5P3Q5AR2-w
Create a template: https://www.youtube.com/watch?v=mCJLfbqGh1g
Master Data Fields for Efficient Workflows: https://www.youtube.com/watch?v=5HR_1vPknrw
Section Rules: https://www.youtube.com/watch?v=sgFXP3kF2gg
Fields on PDF: https://www.youtube.com/watch?v=HwKk3wJiPiM
Sharing a template to another workspace: https://www.youtube.com/watch?v=tRYzMnviYTQ
Signatures & message templates: https://www.youtube.com/watch?v=LF4L7vkEkyU