Tim Mcknight

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Activity overview

Latest activity by Tim Mcknight
  • Tim Mcknight created an article,

    E-sign your first document from Dynamics 365

    In Dynamics 365, 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 the w...

  • Tim Mcknight created an article,

    Getting started with Scrive for Dynamics 365

    Microsoft Dynamics is a line of enterprise resource planning and customer relationship management software applications. Microsoft markets Dynamics applications through a network of reselling partn...

  • Tim Mcknight created an article,

    E-sign your first document from GDocs

    Open your document in Google Docs Open the Scrive app from the Add-ons menu Click Start Enter the email address or mobile number of each signing party Set any other desired workflow options (for d...

  • Tim Mcknight created an article,

    Getting started with the GDocs add-on

    “Scrive it” right from Google Docs. E-sign legally-binding agreements with a few clicks for a great customer experience while saving you and your team time and hassle. Requirements Google account ...

  • Tim Mcknight created an article,

    E-sign your first document from Hubspot

      In Hubspot, open a Contact, Company, or Deal record. On the right side of the window, on the Scrive Documents card, click the Create Document for Signing button. The next screen displays a list ...

  • Tim Mcknight created an article,

    E-sign your first document with the Scrive app

    To send a document for e-signing with Scrive, first make sure that you meet the requirements and that your NetDocuments administrator has enabled the Scrive app. Select your document in NetDocumen...

  • Tim Mcknight created an article,

    Getting started with Scrive for NetDocuments

    NetDocuments makes everyone more productive by categorizing, organizing, and turning bits of information scattered across millions of documents into one dynamic, unified and accessible source of tr...

  • Tim Mcknight created an article,

    Approver role

    An Approver is someone who doesn’t sign the document but needs to approve the process before the document can be finalised. A good example is an employment contract: The document author, who works ...

  • Tim Mcknight created an article,

    Allow forwarding

    If you don’t have the email address of the authorised signing party, or you aren’t sure who they are, you can send the document to an email address that you do know and enable forwarding so it gets...

  • Tim Mcknight created an article,

    Share your signing workflow publicly with shareable links

    Shareable links allows you to invite people to sign a document when you don't know who the signing parties will be. (Find out how to add shareable links to your Scrive eSign service.)   To set up a...