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Tim Mcknight

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  • 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...

  • 1 - Prepare your mailing list

    Your mailing list must be in CSV format, which you can create from a Microsoft Excel spreadsheet. For optimal performance, it is recommended to limit your mailing list to approximately 500 names. ...

  • Party workflow options

    Invitation order Sets the order the party will receive the invitation to sign (or view) the document. For example, if you set the order to 2nd, that party will not receive their invitation until a...

  • 1 - Start a new signing process

    Learn Scrive eSign in 5 minutes with this 3-step tutorial. You just need: a Scrive account (sign up for a free trial) any PDF document to use as a sample two other valid email addresses (in additi...

  • Add parties

    The Add parties tab is where you add the parties in your document signing process, enter information about each party, and set party-specific workflow options. To set global workflow options (apply...

  • Rejecting a document

    Issue What happens when a party rejects a document?   Solution When a party rejects a document: all parties are notified of this fact it's no longer possible to sign the document the message is s...

  • Update email address of sent invitation

    Wrong address? Did you mistakenly invite someone to sign a document at their personal email address when you meant to send it to their company address? No problem! It's easy to update the email ad...

  • 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 ...

  • 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...

  • Other settings (global workflow options)

    The workflow options on the Other settings tab apply to all parties (for this document). To set party-specific workflow options, go to the Add parties tab. Document name By default, the file name ...