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Read articleOffboarding, the afterlife of a signed document
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What happens when offboarding?
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.
Offboarding options
Currently you can offboard to following environments. For detailed instructions on connecting to your specific offboarding environment, see the relevant article:
How do I get started with offboarding?
There 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.
Good to know before you turn the switch
Which users are affected?
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.
Is it possible to offboard to a specific folder?
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.
How long does the setup process take?
Follow the prompts to activate the connection to Scrive, which can take up to 24 hours to finalise.
Want to talk about it?
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.
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