Document design view

When you log in to your Scrive account, or click Start new process from the top menu, you will be in the document design view. This is where you set up your document to send for signing.

Select PDF lets you upload your document, or you can drag and drop it into the design view.

Start from template lets you choose a document you set up previously and saved as a template and load it into the design view.

Your document appears in the design view on the Add parties tab, where you can start adding your signing parties. The first party on the list will always be you (the sender). The second party (blank), has a red border to indicate that an action is required:

The Add parties, Place fields, and Other settings tabs provide all the tools for setting up your document.

Save as draft

To save your work before finishing your document set-up, click Save as draft. The draft will be saved to your E-archive (under Documents). When you open a draft from your E-archive, it opens in design view so you can continue working.

Save as template

Save your current settings, including the document to be signed and any attachments. You can access and manage your templates from your E-archive.

Start signing

When your document is ready to send for signing, click Start signing. If the button is grey, there are still some required steps you need to complete, as indicated by red borders or shading. If the button is green, your document is ready to send.

See also:

Cancel a signing process