AI assist, Zapier and multiple attachments
IntegrationWe are excited to announce the launch of three new features on our platform: AI Assist, a Zapier integration, and the ability to upload multiple attachments in your contracts at the same time.
AI assist will be rolling out in the coming
Updated Salesforce integration!Great news to all our Salesforce friends! We’re now launching an updated Oneflow x Salesforce integration – and it’s pretty amazing
Features like two-way sync, Slack integration and the possibility to transfer any data to a contract, open
You can now make attachments required it is now possible to require a counterparty to upload an attachment in order for them to sign the contract. To make attachments required, simply press the cog wheel next to the attachment section and activate it from there. If you haven’t
Dashboard cross-linkingIt’s now possible to click the 4 boxes in the dashboard (pending, signed, declined & overdue) which will take you directly to the contract list with the corresponding filter. This will allow you to quickly access those contracts directly
A better way to search across WorkspacesWe’re happy to announce that we have made a major improvement that lets you search across multiple Workspaces. How it works When you press the search icon in the top bar it will take you to a global contract list that displays contracts in
Updates to the contract sidebarThe sidebar in contracts and templates have been updated with some new magic! Sidebar auto save You no longer need to manually save changes in the sidebar. Any action you take, such as adding participants, changing settings or extending the
Changed navigation for admin pagesWe’ve made a small but quite magical change on how you navigate around in our admin pages. Previously we had two menu icons in our primary navigation that represented admin pages: User management / workspaces Account The new navigation We
Match all tags in the contract listWe have now added the functionality to match all tags in the contract list. This allows you to get more specific search results for your contracts..
Importing with templatesIt is now possible to use a template when importing a contract to Oneflow. This will allow for more customization, convenience and specific imports.