Getting started as a user

This getting started webinar is designed for new Oneflow users who want a practical walkthrough of the core features. We’ll show you how to navigate Oneflow and work with agreements end to end so you can get up and running quickly and confidently.

You’ll learn how to create and send an agreement, collaborate and negotiate changes, track status and activity, and manage your agreements once they’re signed. By the end, you’ll understand the essential workflow in Oneflow and how to use the key functionalities in your day-to-day work.



Recommended Help Center articles

Brief walkthrough of Oneflow: https://support.oneflow.com/hc/en-se/articles/39741041342353-Brief-walkthrough-of-Oneflow-Video
Send a document: https://support.oneflow.com/hc/en-se/articles/39707020267025-Send-a-document
Document roles: https://support.oneflow.com/hc/en-se/articles/38847141499921-Document-roles
My Profile settings: https://support.oneflow.com/hc/en-se/articles/38612984031249--My-Profile-settings
Global search: https://support.oneflow.com/hc/en-se/articles/38842568600209-Global-search
Sign later: https://support.oneflow.com/hc/en-se/articles/38757481063313-Sign-later
Signing order: https://support.oneflow.com/hc/en-se/articles/38757146296721-Signing-order
Signing period: https://support.oneflow.com/hc/en-se/articles/38756648272401-Signing-period



Helpful Oneflow Hack Videos

Global search: https://www.youtube.com/watch?v=hbdXEnflyg8
Messaging participants: https://www.youtube.com/watch?v=bTEBfisaE50
Contract reminders: https://www.youtube.com/watch?v=6Je8UhGgicY
Changing signing periods: https://www.youtube.com/watch?v=3VRliv7iGiI
Signatures & message templates: https://www.youtube.com/watch?v=LF4L7vkEkyU