You have access to turn on the offboarding.
Go to Account ➔ Integration settings ➔ Offboarding ➔ Select your storage service ➔ click connect ➔ follow the prompts to activate the connection to Scrive. It can take up to 24 hours to finalise.
This option is only available if offboarding is included in your Scrive subscription. To add it to your service – upgrade your account here.
If you are using Scrive Classic you will not find this option and need to contact support to activate auto-offboarding (if it’s included in your subscription). Fill in this form or call us between 09-17 CET at +46 8 557 661 67.
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Read articleThere are different ways to get started with offboarding. It depends on the version of the user interface you are using and on your subscription. Start by checking your user interface, either it’s Scrive New or Scrive Classic.
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.
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.
Currently you can offboard to following environments. For detailed instructions on connecting to your specific offboarding environment, see the relevant article:
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.
Yes, it is possible to offboard a signed document to a specific folder. It requires you to create a connection through for example Make, Zapier, or Power Automate. Please contact us if you have any questions.
Follow the prompts to activate the connection to Scrive, which can take up to 24 hours to finalise.
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 upgrade your account.
