How to use Scribe

Scribe is a template creation and management solution which allows you to define forms which can be used by the rest of the business to create instances of these documents quickly and safely!

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Creating a new template

The first step is to create a template document during which you’ll need to specify a folder where it will be stored and its type. You can create new folders and types or select from existing ones.

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Drafting the template

Once the new template has been created, click on it to start drafting. You can format the text to your liking and insert variables, referred to as fields, by highlighting the relevant portion of text where they will be inserted. Doing this will create fields on the right. This fields form the basis of the form which users will need to complete in this example when issuing 1-Way NDAs from this template.

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Creating new Fields

When creating new fields which are specific to your document, select the portion of the text corresponding to the field and click on add new field. You’ll then need to specify a Name, type, Label, validation and group. A group allows you to organise your fields. The name is used for organising your fields internally whereas the label is the question which users will need to answer when completing the form.

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Managing fields

You can manage your fields at any point by clicking on the settings icon on the right hand side of the settings icon.

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Comments and requests

Scribe has all the drafting functionality you’d expect such as requests, comments and flags. You can switch between editing and requesting from the top left. Edits will then be tracked and can be resolved by Scribe team mates. You can’t approve your own requests.

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Publishing templates

Once you’re ready to publish a template, you can preview the document and choose which teams should have access to it. Please note that you can’t publish a template with pending requests or comments. Published templates can then be tracked in the Published tab of the Scribe dashboard. By clicking on the 3 dots, you can republish a template to new teams or duplicate it if you need to make edits.

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Creating instances of templates

Once you’ve published templates to Legislate teams, they can be configured by clicking on the create button. Select the document type you’d like to configure and its template version. You can then fill in the fields defined in Scribe to generate instances of your template. Once the document has been completed, you can invite parties for signature!