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Tim Mcknight

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  • Add radio buttons

    Radio buttons allow you to present your signing party with a set of mutually exclusive options. With radio buttons (unlike checkboxes), the party can only select one.   To add a radio buttons grou...

  • Place fields in your document

    The Place fields tab is where you set up your document with fields to be completed by the signing party or populated with data you entered on the Add parties tab. There are four kinds of fields yo...

  • Multi sendout troubleshooting

    Error message when sending If you receive an error message when you click Start signing, you may need to edit your data source. If so, make the needed changes in the original Excel file, then save ...

  • 2 - Upload mailing list

    After you Prepare your mailing list, Log in to your Scrive account and upload your PDF. On the Add parties tab, delete the default second (blank) party from the list (click the X). The only party ...

  • Manage attachments

    To manage the documents you frequently send as attachments, go to your E-archive. Documents you store here will be available to select when you add attachments on the Other settings tab (so you do...