Login to CRM with a user under System Admin role. Import managed Scrive solution provided the normal way, check enable messages.
Note: Solution contains resource files for many languages, if a language from the solution is missing in target system, there will be an indication of that in the import solution log. This will not affect the import or functionality.
Set security roles
Update desired security roles. A regular user will need to have access to the entity Scrive Document. Regular users will also need read access to entity Scrive Config. Users configuring Scrive will also need write and append access to Scrive Config.
Typical user example
Connecting CRM to Scrive
Before starting to sign documents, the CRM instance must be registered with Scrive.
Navigate to available applications, either by clicking the name of current application, for example Sales Professional, in the header of the CRM web interface, or by navigating to home.dynamics.com. Locate the application called Scrive Admin. Sometimes it’s needed to refresh the list by clicking the refresh button for the Scrive Admin application to appear.
Register as a new customer to Scrive
Fill in all information for company and user to register as a new customer.
Existing customer to Scrive
Existing customer will have to provide their Scrive-Id as provided by Scrive to connect CRM. Scrive will first have to enable the customer to use CRM.
Connect users to Scrive
CRM users need to be registered with Scrive to be able to start signing of a document. All CRM users will be listed. To register a CRM user with Scrive, click the plus sign by the user in the list. If the user is already registered as a user in Scrive a dialog to connect CRM user to existing Scrive user will show.
Note: User will be matched by primary email
If CRM user is not already registered in Scrive, some information will need to be provided.
This will create a new account in Scrive and connect the CRM user to it. CRM users already connected with Scrive will be indicated in list by check mark.
Managing default values
It is possible to set default values for the Signing process, this will help user by minimizing clicks, setting standard values, user can still override values.
Default role of the user starting the signing process.
Enable scrive for entity
By default Scrive will be enabled for Opportunities and Quotes. Both out of the box and custom entities can be enabled for Scrive. This example will enable Scrive for the Account entity. Add a new 1:n Relationship. Select Scrive Document as related entity and name the lookup field appropriately.
Adding Scrive to forms
All entities connected to Scrive will show Scrive documents under “Related” in form navigation.
Scrive documents can also easily be added as subgrids on forms, or added to application navigation.
Start a signing process
A user who is registered and connected to scrive and also has the correct security role can start a document signing process from within CRM. On an entity connected to Scrive, open a entity form and select Scrive Documents under Related, next select new Scrive Document.
When starting a new signing process CRM will automaticly add the user starting it as a party, it will also add the primary contact for related entity as a signing party.
It is possible to define the default role for the user starting the process in settings.
Next select the file that should be signed and also eventual apendix.
Files can be added from users disk, from attachment in CRM or by generating a new document from CRM word template.
A message to all signing parties needs to be provided before it’s possible to start sign.