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1 - Start a new signing process

Learn Scrive eSign in 5 minutes with this 3-step tutorial. You just need:

  • a Scrive account (sign up for a free trial)
  • any PDF document to use as a sample
  • two other valid email addresses (in addition to the email you use for your Scrive account)

This article contains the following sections, click to see the instruction for the version of Scrive Online that you are currently using:

Scrive New:

  1. Login to your Scrive new account. 

  2. By default you will be on the Start new process screen, to start a process click on Start. See picture:

    Screenshot_2021-06-30_at_10.55.17.png

  3. Click the first party (you) to open the dialog. Set Role to Viewer because you will not sign the document:

    Screenshot_2021-06-30_at_11.12.53.png

  4. Click the second party to open the dialog. Email is a required field (indicated with the brackets saying Required) because the Invitation method is set to Email:

    Screenshot_2021-06-30_at_11.06.52.png

    The Name field is not required, but entering the party’s name makes it easier to track the signing process and manage the completed document.

  5. Enter the name and email address of one of the two signing parties. Click + Add party, enter the name and email address of the other signing party:

    Screenshot_2021-06-30_at_11.37.29.png

For this tutorial, there are no other required actions on the Add parties tab.

Next: Add signature boxes and send

 

Scrive Classic:

To sign your first document

  1. Go to Scrive.com and click Login to log in to your account. If you forgot your password, enter your email address and click Forgot? to receive an email with an activation link.

    Screenshot_2021-06-30_at_08.48.03.png

    After you successfully log in, by default you will be on the Start new process screen:

    new_process_2.png

  2. Drag and drop your PDF document onto the design space, or click Select PDF. By default, you will be on the Add parties tab:

    Screenshot_2021-06-30_at_08.50.55.png

    The Add parties tab is where you set the parties who will sign the document. By default, you (the logged-in user) are already listed as the first signing party, and there is a second party (blank) with a red border to indicate that an action is required:

    new_process_4.png
  3. Click the first party (you) to open the dialog:

    Screenshot_2021-06-30_at_10.26.18.png

  4. Set Role to Viewer because you will not sign the document:

    Screenshot_2021-06-30_at_10.29.59.png

  5. Click the second party to open the dialog. Email is a required field (indicated by the red shading) because the Invitation method is set to Email:

    Screenshot_2021-06-30_at_10.42.13.png

    The Full name field is not required, but entering the party’s name makes it easier to track the signing process and manage the completed document.

  6. Enter the name and email address of one of the two signing parties, and then click Close:

    new_process_6.png

  7. Click Add party, enter the name and email address of the other signing party, and then click Close:

    new_process_7.png

For this tutorial, there are no other required actions on the Add parties tab.

Next: Add signature boxes and send

 

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