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Tim Mcknight

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Latest activity by Tim Mcknight
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    Tim Mcknight created an article,

    How to import Pipedrive data into Scrive contract templates

    To auto populate your contracts with CRM data, you need to initiate the signing process from either a Pipedrive template or Scrive template. To import Pipedrive data into a Scrive contract template...

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    Tim Mcknight created an article,

    E-sign your first document from Pipedrive

    In Pipedrive, navigate to the Deals section and open a deal: In the upper-right corner of the screen, click the three dots to open the drop-down menu, and click Sign document with Scrive. Select t...

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    Tim Mcknight created an article,

    Upgrade to Scrive 2.0 for Upsales - FAQ

    Already using Scrive for Upsales and thinking of migrating to the new 2.0 upgrade?   Why upgrade?  Scrive 2.0 features a better UI, support for docx and extensive data import functionality (import ...

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    Tim Mcknight created an article,

    Getting started with Scrive for M-Files

    The Scrive add-on is available through NettPost. See the NettPost Solution Catalog.   M-Files is an intelligent information management platform that helps companies make smart connections across th...

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    Tim Mcknight created an article,

    Getting started with Scrive for Pipedrive

    Download the Scrive app from the Pipedrive Marketplace Pipedrive is a CRM platform that caters to the needs of people doing the actual selling. Sales management tool built around activity-based sel...

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    Tim Mcknight created an article,

    Installing Scrive for Dynamics 365 Sales

    Import solution Log in to Dynamics 365 Sales with a user under System Admin role. Import managed Scrive solution provided the normal way, check enable messages. Note: Solution contains resource fil...

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    Tim Mcknight created an article,

    How to import Upsales data into Scrive contract templates

    To auto populate your contracts with CRM data, you need to create a Scrive template and add a custom field for each type of Upsales data you want to import. For general steps on how to create Scriv...

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    Tim Mcknight created an article,

    E-sign your first document from Upsales

    In Upsales, open an Opportunity (or a Contact or Company; you can also start from your e-signing library/archive). Click on New e-sign or Send e-sign (depending on from where you initiate the sign...

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    Tim Mcknight created an article,

    Getting started with Scrive for Upsales

    Contact Scrive sales to start your eSign subscription so your Upsales administrator can install and configure the app.   Upsales is a CRM and marketing automation platform for fast-growing business...

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    Tim Mcknight created an article,

    E-sign your first document from Dynamics 365 Sales

    In Dynamics 365 Sales, open an Opportunity. On the right of the screen, in the Scrive Documents pane, open the menu and click New Scrive Document.   Under Parties, click each signing party to open...