Setup Scrive integration

This guide explains how to set up Scrive digital signing with Zapfloor, so your contracts can be created, signed, and stored online seamlessly.

1. Getting Your Scrive Account

1. Contact Scrive to create your account.

2. Log in to confirm your credentials work.

3. Ask your Customer Success Manager to enable the Scrive Integration.

2. Connecting Scrive with Zapfloor

1. In Zapfloor, go to Integrations > Scrive > Connect.

2. Follow the steps to link your Scrive account.

3. Preparing Your Contract Template

1. Open your Word template for subscription contracts.

2. Insert the following variables where the parties should sign:

   • tenant_signature → Tenant

   • account_sign → Operator
     Ensure the following variables are added where the tenant and operator should sign and make sure you set the font color to white so the text doesn’t show up on the contract:

3. Upload the Word template in Zapfloor > Settings > Standard Contracts.

4. Save the same document as a PDF on your computer.

4. Configuring the Template in Scrive

1. In Scrive, go to New Process > Templates > Create a new process.

2. Under Parties, add the following:

 

 

3. Go to Document → Upload the PDF saved earlier.

4. Add signature fields:

• • Place signature box exactly under tenant_signature.

  • Place another exactly under account_sign.

  • In Advanced Settings, set anchor points:

    • Search phrase = tenant_signature for tenant box

    • Search phrase = account_sign for operator box

  • If multiple signature boxes are needed, change event index (2, 3, 4...).

5. Save as Template.

6. Copy the Scrive Document ID from the template URL (fields/[number]#). Template number it is called.

 

5. Final Configuration in Zapfloor

1. In Zapfloor, go to Integrations > Scrive.

• • Paste the Scrive Document ID into Template ID.

  • Select Digital Signing as the signing method.

 

2. Go to Settings > Standard Contracts and add the same Document ID.

• • You may reuse the same ID across contracts.

6. Sending a Contract

1. Open a customer subscription in Zapfloor.

2. Click More > Process for Online Signature.

3. The contract is sent to the tenant’s primary contact.

4. Once both parties sign, the contract is automatically stored under the subscription.