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Get Started with Scrive

Get started with Scrive

Here are some key getting started tips for using Scrive eSign

How to send a document through Scrive?

You only need to upload your PDF document and enter the parties who will sign it. You will also find many optional settings for customising your signing workflow.

Branding

Brand your Scrive eSign experience with your colours, logo, and messaging.

How to work with templates?

Templates make it easy to save time with your standard agreements and other repeatable signing processes. You can save the signing workflow settings using a process template, or you can save the document with a document template.

Process templates let you automate workflows when you have agreements where the content changes but the workflow settings remain the same. Document templates are for workflows where the agreement doesn’t change but some aspects of the workflow do.

To access your saved templates, click “Start from template” or go to your E-archive -> Templates -> Choose template.

 

Process templates

 

Document templates

Can I create more users?

The administrator of your Scrive account can add more users as needed. If you exceed the number of users on your license, please contact [email protected] and we will help you to upgrade your license.

Account -> User -> New user -> Fill in the information needed -> Invite

The new user will receive an invitation message requesting them to choose a password. If you need to trigger an invitation message again, click the mail icon.

How do you follow the agreement signing process?

You can view the status of all agreements sent for signing in your Scrive E-archive, where you can search and sort all your agreements. Users with the admin role can view signing processes initiated by all users. Users with the standard role will only see the signing processes they have initiated and any processes for which they have been assigned as a signer, viewer or approver party.

From your E-archive, open the agreement you’re interested in to view the status of the signing process.

 

Questions?
You can always contact us at [email protected]. Or browse our support site.

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