E-sign your first document with Lime

Follow this guide to send and manage a document with Lime CRM through Scrive: 

1. While logged in at Lime, navigate to any Lime object that has a document attached to it or add a document yourself first.
   
   
2. Once in the desired Lime object, navigate to the “Documents” tab and select the document you want to initiate the signing process from, or add a new document.
   
   
3. Add the signatory or recipient to the “Person”-field to auto populate CRM contact information to the signing process.
   
   
4. Click on “eSign with Scrive” to start configuring the signing process settings.
   
   
   
   
   
5. Once all the signing settings have been configured, press “Start signing” to launch the signing process and invite the parties to sign the document.
   
   
   
   
   
6. Document ID, document status, due date and document actions will be displayed once the document has been sent for signing.
   
   
   
   
   
   
7. Track and monitor the signing process in the “Document status tab”.
   
   
   
   
   
8. To prolong, withdraw or send a reminder to the recipients, navigate to the active signing process through the document status and press “eSign with Scrive”.
   

Need more help? 

Feel welcome to contact our technical support here.