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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.

Getting 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.

 

Select how many days data is kept

  • 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

     

    Invite secretaries and other admin staff

    • 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

     

    Setting up default templates

    • 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. 

    • Click Home to return to the main dashboard.

     

    Changing outputs without changing default options

    • 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).

     

    By following these steps, you’ll be all set up and ready to start scribing. Enjoy using i-scribe!