Glossary

To make working with the solution smooth and easy here some terminology worth to know.

• Template Type – A predefined structure where data fields must be created to be available in templates and documents. Only fields added to a template type will be accessible for integration.

• Template – A reusable format from which documents can be generated. Templates are created in the OneFlow GUI, and each template must be associated with a specific template type.

• Document – An instance of a template containing inherited text and fields. A document typically serves as a contract or agreement.

• Recipient – An individual designated to receive the document via a selected distribution method (currently email). The recipient can electronically sign the document using the specified signature method (currently Swedish BankID).