Here's a guide explaining how to activate the integration between Oneflow and Cinode.
Special notes:
- You must have an account in Oneflow and Cinode with the same email.
- Only workspaces with at least one active Cinode template are displayed.
Enable the Cinode integration in Oneflow
To enable the Cinode integration:
- Log on to Oneflow as an administrator, go to Marketplace > click on the Cinode integration > Enable.
Alternatively, you may also enable the integration with the following URL. https://app.oneflow.com/marketplace/cinode - Oneflow will automatically generate and display the API token when you enable the integration.
Note:
This token will only show once. Save the token as soon as it’s displayed to connect your Oneflow and Cinode accounts later. If you lose your token, you will need to disable the integration and enable it again to get a new API Token.
Configure the Oneflow integration in Cinode
- Login to your Cinode account as an administrator.
- Go to Administration > Integrations > Apps and install the Oneflow app.
- Press Accept & Install.
- Press Settings on the Oneflow app page in Cinode, and when prompted, provide the Oneflow access token you copied in the previous stage.
Create a contract template
Now, create a template in Oneflow that you will use for creating contracts in Cinode:
Note
Ensure the Oneflow user intended to create documents from templates has a role with the Create documents from templates permission.
- Go to Templates and click Create template.
- Click on the Data Fields icon in the side panel. From the Template groups dropdown, specify the template group as Cinode Template.Note:
You may also convert an already created template for use with Cinode by changing the Template group. - You can also add data fields for the information that should be automatically pushed over from Cinode to your Oneflow contract. Click the pen icon in a form field > Data field, select a data field, and Save.Note:A link symbol will mark the field connected to a data field
Refer to the official documentation on Using data fields in a template. - You can, of course, also add a data field to the scrolling text. To do so, highlight the text you wish to connect and click the data field icon in the editor. Choose the appropriate data field and Confirm.
- Click on the Publish button to activate the template.
All ready! You can now create and sign documents in Cinode.
Create a contract
You can create Oneflow contracts from Projects and Candidates in Cinode.
- Login to Cinode.
- Open an existing Project or a Candidate profile.
- In the Oneflow documents widget, press + to create a new contract.
Include Roles with Project contracts
Roles are automatically included as “products” in contracts created from a project as long as a single product table is added to the selected template.
Product table columns are populated as follows.
Name | Description | Price 1 | Price 2 | Value |
---|---|---|---|---|
{role name} - {role extent} | Period: {start} - {end}; Assigned: {Assigned person} -- {role description} | {currency code} {rate}/h | blank | blank |