E-signing by Scrive

E-signing by Scrive

Results > Sales > Scrive

As an admin, all Scrive processes are accessible in a list.

  • Available features, such as delete or remind, depend on the current state of each Scrive document.

 

Configuration

Project configuration > Advanced settings

To select which templates are available to agents, navigate to Advanced Settings and configure your templates.

  • Fields in the Scrive template can be linked to corresponding fields in PSI.
  • Puzzel will assist with the initial template setup.

 

As an agent

When creating a new order, a Scrive section is located at the bottom.

  • Create your order and Save
  • Add a new Scrive process
    • Choose template, type
    • Add Recipient
    • Click send
  • Close the order modal

 

  • "In the start view, a new component called 'Scrive Agreements' appears.
  • Use it to track the progress of your e-signing processes.
  • Click the ... button to access features such as sending reminders or deleting agreements."

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