Tim Mcknight

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  • 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...

  • 3 - Sign and manage the document

    Quick Guide tutorial step 3 After you: 1 - Start a new signing process 2 - Add signature boxes and send   What happens next? After you click Send, you will see the status screen, where you can tr...

  • 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 - 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. ...

  • 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...

  • 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 (...

  • 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...

  • Assign Scrive administrator privileges

    In order to access the Scrive Admin Panel so you can sign in to Scrive and register your company and users, the Scrive administrator option must be checked in your Salesforce user profile. To assig...

  • Text validation

    When you create a custom text field to request information from your signing party, you can set up a simple validation process using regular expressions (regex) to make sure the data your signing p...

  • Get the signing page URL for a signatory

    Issue How can you get the URL to the signing page so you can redirect the web browser of a signatory to go there?   Solution Set the "delivery_method" for that signatory to ”api”. When the signing...