Sending a Scrive document from Opportunity (using process template)

Use case

You want to automate the process of sending the same document from Opportunity object.

Note: Refer to the articles under Scrive Process Template to understand the full scope of possibilities this functionality gives you.

To create a button to trigger the process:

1. From the Scrive Process Templates menu, click + New Scrive Process Template:
   
   
   
   The SCRIVE PROCESS TEMPLATE WIZARD opens:
   
   
   
   
2. Enter a name and from the Source Object menu click Opportunity:
   
   
   
   
3. Click Next, and complete all the steps of the wizard. For a description of the Scrive document settings, refer to the articles under Setting up a document to sign on the Scrive support site.
4. On the last step of the wizard (field mappings), click Save. The next page displays all your settings:
   
   
   
   
5. Click Create Button, and then go to the Opportunity object and add the button you just created to the page layout.