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Tim Mcknight

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  • Cancel a signing process

    After you click Start signing, you can withdraw the document to cancel the signing process. An Admin user can withdraw a document sent by another user. To cancel a signing process: From the top me...

  • 2 - Add signature boxes and send

    Quick Guide tutorial step 2 After you Start a new signing process: Click the Place fields tab, and then scroll to the signature area of your document:Signatures boxes let your signing parties draw...

  • User language

    Each user can select the language that will apply to all areas of the Scrive portal user interface. To select your language: From the top menu, click Account: Select your language from the User la...

  • Deleting users

    Before you delete a user: Note that after you delete a user from your Scrive account, you and other users can still use any templates and attachments they shared, but you can't delete them, and you...

  • Create users

    To create a new user: From the top menu, click Account, and then click Users: Click New user, and in the dialog enter the name and email of the person you want to invite to be a user on your organ...

  • How to test Swedish BankID

    To test Swedish BankID, you need to set up a test BankID. You can't use regular BankID at api-testbed.scrive.com. To set up a test BankID: Go to https://demo.bankid.com/. Click How to configure yo...

  • API Console

    To make your integration easier, the Scrive API Console lets you inspect the calls you make against the Scrive API. Get all the details in a single view, including: all API calls made to that acco...

  • Scrive for Salesforce

    Scrive for Salesforce Scrive integrates easily with Salesforce so you can close deals faster, securely and with less admin time. Get all the Scrive eSign features right in your Salesforce account (...

  • Example: Set up one-click document generation (create from URL)

    Scenario A manager often has to sign an authorisation document for Opportunities. The details of the document are generated from the Opportunity fields. To make a one-click option for generating th...

  • Creating Scrive Document from URL: Overview

    To increase flexibility and enhance the possibility of integrating the Scrive package with other systems, you can create documents by providing a set of URL parameters to a VisualForce page called ...