Scrive Document Parties

The Parties are the actual participants in the signing Process. A Party can be either a viewer or a signer.

The following types of Parties are supported:

• Contact: can be lookup to a Contact or an Opportunity Contact Role
• User: can be static User or a lookup to a User
• Email: can be a free text email or an email field

For each type of Party, we can define the Signing Order and delivery/confirmation/authentication method. The party can either be a Viewer or a Signatory.

There is also an ‘Optional’ flag, which defines whether the party is required or not to generate the document. If a Party is set to Optional, the Scrive Document is generated independently of the presence of the Party on the source object.

Note: By default, the first Party is always the Scrive User. The Scrive User can either be the logged in User or a static User.