Scrive eSign

Quick Guide

• 1 - Start a new signing process
• 2 - Add signature boxes and send
• 3 - Sign and manage the document

Setting up a document to sign

• Allow forwarding
• Share your signing workflow publicly with shareable links
• Approver role
• Update email address of sent invitation
• Text validation
• Document design view

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Attachments

• Send attachments
• Request attachments
• Manage attachments

E-archive

• Import .csv to Excel
• E-archive overview
• Managing your documents
• Trash
• Exporting documents
• Exporting metadata

Templates

• Templates overview
• Create a template
• Using templates

Branding

• Branding overview
• Branding your emails
• Branding your signing page
• Branding the Scrive portal interface
• Branding the browser tab

Multi sendout

• What is Multi sendout?
• 1 - Prepare your mailing list
• 2 - Upload mailing list
• 3 - Set up document
• 4 - Test and send for signing
• Multi sendout troubleshooting

Account administration

• Manage your Scrive account
• Create users
• Deleting users
• IP restriction
• User language
• Usage stats