Create a process template
Follow one of the links below to watch a video guide on how to create a process template in Scrive Online:
Scrive New: https://view.canned.me/?v=qVB12_I-4
Scrive Classic: https://view.canned.me/?v=okWgpPkpb
Not sure which version of Scrive Online you are using? A quick way of determining wether you are using Scrive New or Scrive Classic is by checking where your menu is located: if the menu including your account settings and e-archive is located on your left on the screen you are using Scrive New. If the menu is located at the top of your screen you are using Scrive Classic.