Introduction to the updated eSign experience for Classic users
If you have previously only been working in eSign Online through Scrive Classic, switching to the updated eSign experience may seem like a daunting task as things look a little different. We have created a number of guides for you here to make things a bit easier as, actually, it is not that tricky once you get the hang of it.
To begin with, we highly recommend that you take the quick tours that are offered to you once you enter the updated eSign experience for the first time. You will be presented with the following guides: general introduction to the updated eSign experience: "Welcome to eSign Online", introduction to working in the E-archive: "Welcome to the E-archive", introduction to working with Templates: "Welcome to Templates", how to administer users if you have an admin role: "User administration", and lastly, a guide showing you the basics of how to start a new process and send a document for signing: "New process".
To start a guide, simply press 'Get started' in the pop-up, or choose 'Remind me later' if you would like to snooze the guide until the next day. Guides will show up automatically as you enter different pages in eSign Online.
When it comes to understanding different features and pages in eSign Online, our support site will offer articles showing both the updated eSign experience and Classic, making it easy for you to compare and learn. The functionality in the updated eSign experience remains to be the same as in Scrive Classic, however, the design looks different and it is making room for us to offer users an improved user experience.
Here are a couple of guides and sections you might find helpful:
- Quick guide on how to send a document
- Set up a document for signing (extensive)
Lastly, if you would prefer a video walkthrough, you can check out this webinar which was published in February 2022 showing the basics of eSign Online in the updated eSign experience. However, note that you might notice minor differences in the eSign design in the video and on scrive.com today, as we are continuously developing and improving the user experience.
If you have any unanswered questions or have trouble finding the information you are looking for, feel welcome to send us a request for material here.