Custom button

You can use the Scrive Process Template to create a custom button which prepares a Scrive Document to be sent.

Example:

Display Type: Detail Page Button

Content Source: URL

URL: /apex/scrive__scrivedocumentfromtemplate?Id=SCRIVE_PROCESS_TEMPLATE_ID&sourceRecordId={!Opportunity.Id}

SCRIVE_PROCESS_TEMPLATE_ID: should be replaced with your Scrive Process Template Id

Migration issue

When migrating this button over environments, keep in mind that it points to Scrive Process Template Ids.

Page layout

Be sure to add the button to the Source Object page layout. For the Lightning Environment, add the custom button from the related list Salesforce1 & Lightning Actions. Add the button to the Salesforce1 and Lightning Experience Actions bar.

Custom objects

The button cannot be created automatically when the source object is a custom object. Refer to the example for manually creating the button.

One-click document sending

To enable one-click document sending, check the Bypass draft creation checkbox in step 3/5 of the document wizard. Clicking the button automatically sends the document without previewing it.