Quick Start

This guide walks you through creating your first automated document template, adding a form, and sending it for completion.

Step 1: Create a workspace

After signing up, you'll be prompted to create a workspace. A workspace is your team's shared environment where all templates, documents, and settings live.

1. Sign up at crove.app/sign-up
2. Enter your workspace name (e.g., your company name)
3. Complete the onboarding steps

Step 2: Create a template

Templates are the foundation of Crove. They're reusable documents with dynamic variables that get replaced with real data.

1. Go to Templates in the sidebar
2. Click Create Template
3. Give your template a name (e.g., "Sales Contract")
4. You'll be taken to the template editor

Step 3: Design your document

Use the rich text editor to design your document:

• Add headings, paragraphs, and lists
• Insert tables for structured data
• Add images for logos and branding
• Format text with bold, italic, underline, and colors

Step 4: Add variables

Variables are placeholders that get replaced with real data when someone fills out the form.

1. Place your cursor where you want dynamic content
2. Click the Variable button in the toolbar (or type {{)
3. Enter a variable name (e.g., "Client Name")
4. Choose a variable type (text, number, date, etc.)

Your document might look like this:

This agreement is between {{Company Name}} and {{Client Name}},
effective as of {{Start Date}}.

The total contract value is {{Contract Amount}}.

Step 5: Configure the form

When you add variables, Crove automatically creates form fields. Switch to the Form tab to customize them:

• Reorder fields by dragging
• Set fields as required
• Add placeholder text and help descriptions
• Configure validation rules (min/max length, patterns)
• Choose field types (dropdown, date picker, file upload, etc.)

Step 6: Add e-signatures (optional)

If your document needs signatures:

1. Add a Signature variable to your template
2. In the form builder, the signature field is automatically created
3. Configure signing options (draw, type, or upload)
4. Enable OTP verification for added security

Step 7: Send your document

There are multiple ways to share your document:

Email invitation

1. Go to Documents and click Create Document
2. Select your template
3. Add recipients with their email addresses
4. Assign roles (who fills what fields)
5. Click Send

Public link

1. In your template settings, enable Public Fill
2. Copy the public link
3. Share it anywhere — website, email, chat
4. Anyone with the link can fill the form

API

Create documents programmatically using the REST API.

Step 8: Track and manage

Once sent, you can track everything:

• Document status — Draft, Sent, Completed
• Activity log — See who opened, filled, and signed
• Audit trail — Full compliance-ready record with timestamps and IP addresses
• Download PDF — Get the completed document as a professionally formatted PDF

What's next?

• Key Concepts — Deeper understanding of templates, variables, and documents
• Template Editor — Master the rich text editor
• Variables — Learn about variable types and computed fields
• Form Builder — Build advanced multi-page forms