How to e-sign a PDF

 

This step-by-step guide will show you exactly how to prepare a PDF for electronic signing, using Scrive Online. If you haven’t already, you will need to register for a free account first. When you confirm your account and log in, follow the steps below and you’ll wonder how you ever lived without Scrive in your life.

 

 

Step 1: Upload your PDF

When you first open Scrive, you will immediately see a big green button labeled “Select PDF”. Click that button and choose the document you want to sign, from your computer.

When the document has loaded it will appear on the screen, and you are ready to start setting it up.

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Step 2: Add Parties

In the upper left, you will see a tab labeled “Add Parties”. Click that tab to open the parties list.

 

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Step 3: Enter Party Info

By default, you will be the first party. Make sure all of your information is correct and complete. If you haven’t already, enter your name, email address, phone number, and create any new fields you want to include.

Note: To send your contract via email, an email address is required. To send your contract via SMS, a mobile phone number is required.

In this panel you can also set the send order (you will sign first by default), the delivery method (email, SMS, or in-person), extra authentication if it is available (to view or sign), and whether you will be viewing or signing.

Repeat this process for all the parties (people) who will sign the contract.

 

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Step 4: Add Fields (Boxes)

This is the most important part of setting up a contract for signing: the input.

There are three types of fields you can add: a text box, a check box, and a signature box.

A text box can be used to get the signing party to type in information, like the date.

A checkbox is great if you want them to answer a question or confirm that they read the contract.

And a signature box is, of course, where they will draw their signature. It is still perfectly legal to exclude the signature box (they will sign with a click instead), but sometimes it makes people more comfortable to include it. You decide.

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Step 5: Send Document

 

When all the fields are placed on the document and the party info is set and the “Start signing” button on the bottom right corner is green, you are ready to send your document.

Click “Start signing” to initiate the process and confirm when prompted.

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How to add a new user

This step-by-step guide will show you how to invite your colleagues to your company account.

Step 1: Go to the Account section

In the top right corner of your screen click on “Account” to get to the account section.

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Step 2: Click on “Users”

Click on the label “Users” in the submenu to get to the user list.

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Step 3: Enter details and invite

Click on the green button “New user” and enter the details of the new user and then click “Invite” to send the invitation.

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How to select invitation and confirmation method

This step-by-step guide will show you what the different invitation and confirmation method you can use for a document.

The different methods are:

  • Email
  • SMS
  • Both Email & SMS
  • In-person

Step 1: Open the parties section in the document design view

Open the parties section by clicking on “Add parties” within the design view.

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Step 2: Select invitation method for a party

Expand one of the parties by clicking on them to bring up all the options.

In the select menu “Invitation method” you define how you would like to invite the party to sign your document.

If you, for example, select email as the invitation method, note that you need to input an email address for that party to be able to send the document.

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Step 3: Select confirmation method for a party

In the same party section, select how you would like to deliver the finalised signed contract to that party.

If for example, you would set “SMS” for confirmation method, you need to set a mobile number (including country code) for that party.

This would mean that this party would get the invitation to sign the document over email and upon signing the document, this party would receive an SMS message with a link to download the signed document upon completion.

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How to set the order of signing

Learning to set the sign order of all your parties is essential for creating a workflow when sending out a document with dependencies.

If you, for example, have a document that needs to be signed by three different people but needs to be signed by person number one before being sent out to person number two and three, this guide is for you.

Step 1: Add all the parties to your document workflow

Open the parties section by clicking on “Add parties” within the design view and then clicking on “Add party”.

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Step 2: Setting the signed order

When you have added all your parties and their details you can now decide on how the workflow should be executed.

By either expanding a party section (or clicking on the number in the “quick menu”), you can define the signing order.

In this example, Axel will sign first and as soon as he has signed an invitation will automatically be sent to both Joel and Ali.

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How to set up branding for your account

 

Branding lets you set up Scrive to match your company’s profile.

Note, this can only be done if you are an administrator of your company account.

Step 1: Go to the account section

Click on “Account” in the top right corner of your screen.

Step 2: Go to the branding section

Click on “Branding” in the Account submenu.

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Step 3: Create a new theme

Create a new theme and then name the theme to make it easy to remember.

You can customise the branding for the Email, Service and the Sign view and you can have a different theme for each.

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Switch between the different views by clicking on the label.

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How to set signing deadline and automatic reminders

Setting a signing deadline is sometimes necesseary if you are sending out a quote with a due date for example.

To increase the conversion of your document, you can also set up an automatic reminder to be sent out if your document has not been signed.

Step 1: Open up “Other Settings” in the design view of a document or template

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Step 2: Set the signing deadline and when to send out an automatic reminder

You can set the signing deadline between 1 to 365 days and one automatic reminder to be sent out.

Reminders are sent out between 10.15AM UTC.

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