Attachments

Attachments are documents that are added to the main document. In Scrive, they appear as a related list under the main document, where they can be expanded.

Two types of attachment are supported:

• Dynamic (Custom Attachment): Typically used when the attachment has to show information that is linked to the original object (e.g., Opportunity Line Items). A Custom attachment can be VisualForce, Scrive Template or a file from your computer.
• Static (standard Salesforce Attachment): Typically used for static documents such as Terms & Conditions.

Important

Note how these documents are ordered in Scrive:

• Main Document
• Custom Attachments
• Static Attachments order by the Attachment Name field