Quick-start guide: Setting up your i-scribe account

This guide will walk you through setting up i-scribe step by step. Follow the sections below to get started.

Create an i-scribe account at i-scribe.ai/sign-up
If you have an existing account, log in at i-scribe.ai/sign-in.
You can log in using your email address and password (recommended) or with your Google credentials.

Click on the Settings button (number 1 in image below)
Click Preferences (number 2 in image below)
- Adjust the Data Retention to your desired setting (red arrow in image below)
Click Save Changes (number 3 in image below)

Image 1: Set your "Data Retention" time

Click to Settings (number 1 in image below)
Click to Secretarial Access (number 2 in image below).
Enter the admin member's name and email
- Select Admin Management Authorisation if you want this staff member to have the ability to invite and add other admin staff.
- Click Invite User.
An email will be sent to this staff member with instructions, prompting them to set up their secretarial account, linking it to your profile.
You will see invited staff listed at the bottom of the Preferences page.
Click Back to return to your i-scribe interface.

Image 2: Invite secretaries and other admin staff

Click on the Templates button located on the top left side of the screen (red box in image below):

Image 3: Select default outputs

This view will show you the "Default Outputs" for your account (refer to image below).
From the "Default Outputs" section: deselect the outputs you don't want to appear by default From the "All Available" sections, select the outputs you do want to appear by default

Image 4: Select your desired Default Outputs

Tip: Default Outputs will generate automatically every time if selected. For documents you only use occasionally, leave them unselected.

When you want to select (or deselect) an output (but, you don't want to change your default options) you can click "Select Documents" (refer to image below).

Image 5: Select outputs (without changing default outputs).