In Hubspot, open a Contact, Company, or Deal record.
On the right side of the window, on the Scrive Documents card, click the Create Document for Signing button. The next screen displays a list of available document templates.
Click on a document template from the list.
On the Parties tab, confirm the information for the people who will participate in the signing process.
On the Fields tab, you can set up custom field mapping between your Hubspot record and the document template.
On the Review and Send tab, confirm your workflow settings, and then click the START SIGNING button to launch the signing process and invite the parties to sign the document.
In the Hubspot record on the Scrive Documents card you can track and monitor the status of the document.
