Get started with Scrive - Onboarding guides - Scrive

Q: How do I remove a user? And what should I think about before doing so?

To remove a user, navigate to Account > Users and Groups and find the user you wish to delete in the list. You can click on the headers in the list to sort amongst users or use the search function. To delete the user, click on the waste bin icon to the right of the user name and then click OK. A message will show up saying “The account was successfully removed”. Keep in mind that when removing a user the documents will no longer be visible within Scrice. Make sure you download the documents before deleting a user, OR that you have an admin placed in the same group as the user. An Admin will always see the documents from deleted users if they are in the same user group.

Question 1

How do I remove a user? And what should I think about before doing so?

Accepted Answer

To remove a user, navigate to Account > Users and Groups and find the user you wish to delete in the list. You can click on the headers in the list to sort amongst users or use the search function.

To delete the user, click on the waste bin icon to the right of the user name and then click OK. A message will show up saying “The account was successfully removed”.

Keep in mind that when removing a user the documents will no longer be visible within Scrice. Make sure you download the documents before deleting a user, OR that you have an admin placed in the same group as the user. An Admin will always see the documents from deleted users if they are in the same user group.

Question 2

Will the documents from the user I remove also be removed from Scrive? and how can I access them?

Accepted Answer

When deleting a user, their associated documents will not be removed. Documents linked to the deleted user will still be available in the E-archive of the user group belonging to the company account. This means that the Admins of the user group in question will continue to have access to the documents.

Question 3

How do I change name, email etc?

Accepted Answer

To change your account information, navigate to Account. Here you can edit your user related information like name, mobile phone number, email address, password, ID number, position, and language.
If you are an admin, you can also edit your company information. If you are not an admin you can view it, but not edit it. If you find that this information is incorrect, please contact any of your admin users, and they can help you edit the information.

Question 4

How do I move a user from one group to another?

Accepted Answer

From the main menu on the left, go to Account > Users and Groups and open the Groups tab.
Locate the group to which you want to move your user and click on the &#8220;+&#8221; icon to add a user.
Begin to type the email address of the user you wish to add and select the user from the provided list.
First name and last name of the user will be automatically added.
Finally, click OK to complete the process.

You can also perform this change by clicking on the user name in the list on the Users tab. Click Edit by the user group setting and move the user to the new group. Click Save to complete the transfer.
If a user has created a free trial user or an account on their own, they will not be visible within your own company structure. If you would like to move them to be a part of your user group, simply add them as a new user. The user will now need to confirm the change through the activation link sent to their email before the transfer is completed.

Question 5

Why can I not edit my company information and who can help me?

Accepted Answer

Under your Account settings you will find your personal information, and your company information. If you are not an admin, you will find that the company information is only available for you to view, and not edit. If you find that this information is incorrect, please contact any of your admin users, and they can help you edit the information.

Question 6

Can I only see documents in my own User group?

Accepted Answer

As a standard user, you can only see your own documents. However, there are different ways for you to grant access to see the documents of other users and in other groups, depending on your needs.
If you promote a user to an Admin, they will be able to see all documents of all users in their current user group.

Question 7

Can I Share my Templates with others?

Accepted Answer

Select a template from the Templates list and then click SHARE to make it available to your colleagues. Other users in your user group will now be able to use the same template. However, you are the only one who can edit or delete it.

To stop sharing a template with others, simply re-do the same steps and press UNSHARE.
You can also transfer your templates to another user. To do so, please contact our support.

Question 8

Why Should we have an Admin in Scrive?

Accepted Answer

By setting one or more of your users as an Admin User in the top of your hierarchy, you ensure that you can use the product more independently from Scrive, since you yourself can add, delete, and move users, edit information etcetera. It’s also important to have an admin in each group or a top level Admin in the account structure when it comes to have access to documents from a deleted user. For example, If a user in a group is deleted the Admin of that group will get access to the document from the user after it’s deleted.

Question 9

All our agreements are in Word, Can I send an agreement directly from there?

Accepted Answer

Yes, you can! With our popular integration to Microsoft Office, you can smoothly send your documents for signing directly from Microsoft Word, either through the templates you have set up, or through completely new processes.

Scrive has integrations to many systems for all parts of your organization, like CRM systems, HR tools, legal systems, and many more. Make sure to visit our integration site, or ask support or your Customer Success Manager about your systems.

Get started with Scrive – Onboarding guide

In this guide you will learn the basics on:

Setting up your account

Basic intro to Scrive Online

Branding

Data retention

Offboarding of Documents outside Scrive

How to use Scrive eSign Online

Using Scrive online

Document templates

How to create a template

Difference between process- and document template

Evidence package

FAQ

In this guide you will learn the basics on:

FAQ