Test to send and sign a document with Scrive

Follow this step-by-step guide, complete with a PDF demo agreement, to send your first document with Scrive. You can send a test document to yourself to try out and see how your customers will experience the signing process with Scrive.

Start by signing up for a free account and activating it. Once logged in, you can continue by following the 5 easy steps below:

1. New process

Press ‘Start’ to create a new process. You can find this option directly on the home page or in the navigation menu once you log in.

2. Fill in party information

The first party will be yourself; you do not need to add anything.

The second party is the recipient of the document. Please fill in:

• “Test Test” as the Name
• Your personal email as Email

You can leave all other settings as they are.

3. Upload your document

Go to the Document tab to upload your PDF document.

Download PDF template

4. Add fields

Update the party settings to “Test Test”

Add a signature field to the document by clicking on the field icon, then drag and drop the field to a place of your choice.

5. Send your document

Once the “Start signing” button turns green, it means your document is ready to be sent. You can now go ahead and start the signing process, then proceed to open the invitation sent to your email.

If you added yourself as the second party, you will receive an email with an invitation to sign.

To learn more, visit our Help center or watch onboarding videos.