You will need to set up your preferred E-Signing method before you can send a Client Needs eSign Request or create Custom Forms.


ARIVE offers two options for eSign methods including: 

  • ARIVE eSign
  • DocuSign


 ARIVE eSign
ARIVE eSign is a built-in feature, which allows unlimited e-signature envelopes for PDF documents. This featureis available and included in the Broker Pro, Non-Del, and Contract Processing subscription plans.


If you don't already have a Broker Pro (or Non-Del) subscription plan, you'll need to upgrade at least to Broker Pro to take advantage of ARIVE eSign. 

  • Click the gold Upgrade button in the upper right corner (or via E-Signing) and follow the prompts to upgrade your subscription. Now, you'll be ready to follow the instructions below to configure ARIVE eSign.




1. Navigate to your profile icon > User Settings > E-Signing.



2. Click the ARIVE eSign toggle to enable ARIVE eSign.


When enabled, the toggle will turn green and say Enabled.


 DocuSign


The DocuSign integration allows you to connect your existing DocuSign account with ARIVE.


There is no additional cost from ARIVE to connect your DocuSign with ARIVE. However, there are usually various additional costs from DocuSign to utilize their services.


If you don't already have a DocuSign account or have questions about costs, reach out to DocuSign Support.

  • After you have your DocuSign account set up with your DocSign credentials, you'll be ready to follow the instructions below to connect DocuSign with ARIVE.



1. Navigate to your profile icon > User Settings > E-Signing.



2. In the DocuSIgn section, click Authorize Access. 



3. A new browser tab will open to the DocuSign login page. Enter the email associated with your DocuSign account and click Next. 



4. Enter your DocuSign password and click Log in. 



5. You'll be sent a verification code to your email. Enter the verification code sent to your email address and click Verify. 



6. After you log in with DocuSign, the Authorize Access button will reflect Authorized in green. 



7. Click the DocuSign toggle to enable DocuSign.


If you switch from DocuSign to ARIVE eSign (or vice versa), any Client Needs currently awaiting signatures will use the eSign method you had enabled when you sent the Client Need eSign request. Client Needs generated going forward will use the currently enabled eSign method. 


You'll get a popup message to inform you of this. Click Confirm to continue.


When enabled, the toggle will turn green and say Enabled.




If you're following our New User Onboarding Guide,

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