Read more on how to create a template group and add data fields.To be able to use data fields in a contract, a template group with data fields needs to be created in Oneflow end.When a user wants to transfer any data from the uploaded document to the Oneflow contract that is going to be created, ‘data-fields’ can be used.The user has the liberty to select a workspace and a template of their choice to be used for contract creation.The name of the contract is set to be taken from the uploaded document, therefore, the name of the contract will be the name of the document itself.The user can connect a new Oneflow account in the instance where the Oneflow account of the contract creator is not listed in the dropdown.In this step, the Create Contract action will be executed with the chosen Oneflow account, whom the contract is created as.

Having picked the necessary files, now the Oneflow contract can be created. Next a filter action is added to the Zap, to continue execution only if a PDF is added to the chosen OneDrive.

Furthermore, the user can opt to choose to include file objects,so that no errors will be provided when a file greater than 100MB is uploaded to the selected OneDrive storage account.

The list of top-level folders available in the connected OneDrive account at first, the user can navigate inside the folders by clicking the dropdown next to each folder name.Once the required account is selected, the user has the option to choose a folder where to look for a file upload.

If the required account is not available in the dropdown list, click on the “Connect a new account” button to add a new OneDrive account. A list of already connected Microsoft accounts in the logged in Zapier account will be available to choose from.The user is required to select a OneDrive account of their choice.This Zap will start off when a new document is added to the chosen Onedrive. Once a Zap is created from this template, the following actions and triggers will be visible. This template can be used to create Zaps that automates the process of creating Oneflow contracts upon uploading files to a connected OneDrive account.

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