Knowledge

Offboarding – the afterlife of a signed document

When a document is signed with Scrive, by default it is stored in your Scrive E-archive. But there are other cloud storage alternatives for the afterlife of a signed document. A key benefit of archiving to your own cloud storage is the ability to sync with your company’s internal processes. For example, when a document is signed, further actions can be triggered. 

 

Currently you can offboard to: 

  • Box
  • Dropbox 
  • Google Drive 
  • NetDocuments 
  • OneDrive 
  • Sharepoint 
  • SFTP 

 

What happens when offboarding?  

When all parties have signed the document, it is automatically archived to a folder called “Scrive-Signed” located at the root of your selected offboarding environment. This process takes just a couple minutes to complete.

 

How do I get started with offboarding?

In your Scrive account, from the left menu navigate to Account -> Integration Settings -> Offboarding.

  • This option is only available if offboarding is included in your Scrive subscription. To add it to your service, contact Scrive sales.
  • If you are using Scrive Classic, you will not find this option and need to contact support to activate auto-offboarding. Email us or call us between 08-17 CET at +46 8 557 661 67.

Select your storage service, click CONNECT and follow the prompts to activate the connection to Scrive, which can take up to 24 hours to finalise. 

If a user with the Admin role sets up the offboarding settings, it will affect all the users in that account. If a user with the Standard role sets up the offboarding settings, it will only affect that user. 

For detailed instructions on connecting to your specific offboarding environment, see the relevant article: 

 

Let’s talk
In case you need assistance or want to add offboarding to your own process, if you haven’t already, get in touch with your account team or contact Sales and we’ll help get you there.

 

Contact Sales