Quick Start¶
Run your first workflow end-to-end in a few minutes.
1. Open the Scroll workspace¶
After signing in, pick your Scroll workspace. You'll then be asked to choose a language:
- English, interface and AI output in English.
- العربية (Saudi), full Arabic, right-to-left. See Arabic & RTL.
Your choice applies to the whole workspace and can be changed later.
2. Pick a workflow¶
The Workflows screen shows the workflow library, filterable by domain (Real Estate, Banking, Legal, Government, Energy, Tourism). Use the jurisdiction selector (UAE / KSA / Both) in the top bar to narrow the list, or search by name.
Click a workflow card to start it.
3. Choose how to provide the details¶
When you open a workflow, you choose how to fill it:
| Option | Use it when |
|---|---|
| Fill manually | You have the documents and details to hand, upload and type them. |
| Load from client | The client is saved in Scroll or your connected CRM, pre-fills automatically. |
| Send link to client | The client should provide their own details, generates a shareable intake link. |
Fields auto-fill from the chosen source; anything missing is highlighted, and you can request just those fields from the client with one click.
4. Start the run¶
Click Start Workflow. Scroll executes the steps in order, reading documents, checking compliance against current rules (live web search), and preparing the submission. Client PII is anonymised before any AI sees it and restored afterward.
Watch progress live in the run view; each step shows ✓ done, ● running, or ○ waiting.
5. Review and approve¶
Submission workflows pause at a human approval gate. Open the run, review the prepared package, then Approve (or Reject). Nothing is filed without your sign-off, see Approvals & Provenance Vault.
6. Submit & seal¶
On approval, Scroll either submits via a government API (where one exists) or produces a formatted submission package for manual upload, see Submission & Connectors. The completed run is then sealed in the Provenance Vault as a tamper-proof record.
Next steps¶
- Save the client so future workflows pre-fill, Clients & CSV Import.
- Let Scroll prepare their renewals automatically, Renewal Autopilot.
- Connect your CRM or let external systems trigger runs, CRM Connections, Webhooks.