Get started with offboarding

Looking to store signed documents outside of eSign Online? This guide will tell you how to automatically offboard sealed documents to any of the offered cloud storage services listed below.

How it works
Once a document has been signed and sealed, it will automatically be archived in a designated folder at the root of your selected offboarding service environment. Please note that document transfers may take up to several hours depending on system traffic.

The offboarding service will transfer all documents accessible by the Scrive user account that set up the connection. These documents will be placed in a single destination folder named "Scrive - Signed", regardless of their origin.

• If the Scrive user account is an Admin, the service will offboard documents from all users within the same user group.

• If folder structures are set up, documents from sub-groups within the structure will also be offboarded.

• All documents are placed in a single destination folder, regardless of their source or creator.

• Ensure that the user account managing the offboarding has appropriate permissions if access to multiple users' documents is required.

Note:

• In order to offboard documents including attachments, you need to use the “Merge with main file” option when setting up the document.

• Documents stored in your E-archive prior to activating the offboarding flow will not be automatically archived.

• After activating an offboarding service, your signed documents will continue to be archived in your Scrive E-archive as well, in addition to your selected third-party storage service.

  
  

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