You can request electronic signatures on PDF documents directly from Documaster if your organisation have a Scrive account. Once all parties have signed, the signed document will be automatically stored back into Documaster.
To start using Scrive with Documaster, your organisation first needs a Scrive account. Once a Scrive account is in place an administrator in your company needs to configure Documaster. The steps below describe how:
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Go to scrive.com and register a new account for your company.
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Click on "Users" and add any individual users that should be able to start the signature process from Documaster.
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Add another user that will serve as the "integration user". Its important that this user is set to admin! This should not be tied to any specific individual. We recommend creating a separate email address like scrive-integration@yourcompany.com for this user and naming the user "Documaster Integration" in the Scrive account.
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Log out of the administrator account and log in as the "Documaster Integration" user.
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Click on "Account", then "Integration Settings"
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Under "Personal Access Credentials" click "Create"
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Copy/paste the four generated values into a text document:
a. Client credentials identifier:
b. Client credentials secret:
c. Token credentials identifier:
d. Token credentials secret:
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Under "Client credentials" click on "Create"
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Copy/paste the two generated values into the same text document as above:
a. Client credentials identifier:
b. Client credentials secret:
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Also add this information to the text file:
a. The email address used for the "Documaster Integration" user
b. The names of any groups you have added in Scrive when adding the personal users.
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Send the text document securely back to your Documaster contact.
Once received, someone at Documaster will complete the setup. Users will then see a new signature button next to documents in Documaster.