Avatar

Tim Mcknight

  • Total activity 196
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 101

Articles

Votes on activity by Tim Mcknight Sort by votes Recent activity Votes
  • 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...

  • 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...

  • 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...

  • 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...

  • 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. ...

  • Document design view

    When you log in to your Scrive account, or click Start new process from the top menu, you will be in the document design view. This is where you set up your document to send for signing. Select PD...

  • 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...

  • 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 (...

  • 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...

  • 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...