Tim Mcknight

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  • 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...

  • 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...

  • 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...

  • 3 - Set up document

    After you: Prepare your mailing list Upload mailing list Set up document: Set any other required workflow options. Note: If you use one of the SMS options under Invitation, every party must have ...

  • 4 - Test and send for signing

    After you: Prepare your mailing list Upload mailing list Set up document Test and send for signing: Before sending the documents to all your parties, it is strongly recommended to perform a test: ...

  • What is Multi sendout?

    Multi sendout is similar to a mass mailing. When many parties need to sign separate copies of the same document, you can initiate multiple signing processes by uploading your mailing list (as a CSV...

  • 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...

  • 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. ...

  • Usage stats

    The Usage stats page gives an overview of the number of documents that have been sent and signed. Daily statistics are shown for the past 30 days. Monthly totals only are shown for the past 6 mont...