Installing Scrive for Documill Dynamo

If you already are a customer, have a license for all the accounts needed for Salesforce, Scrive, and Documill Dynamo can you follow the installations guide Below. 

If you are a new customer for some of the products, we recommend you contact us, and we will help you in the right direction on how you can get started to use the integration.
Click here, and we will contact you shortly: 

Contact Scrive Sales

Installation and set-up:

1. Install Dynamo from AppExchange listing
2. Send email to dynamo.support@documill.com to enable Dynamo Scrive license
3. Download Dynamo Scrive example template (Opportunity object)
4. Upload Dynamo Scrive template to your Salesforce org
5. Open Dynamo Template Builder
6. Obtain your Scrive API account credentials:
   
   • • Needed API authentication info can be obtained from Scrive account:
       • Select Account
       • Select Integration settings 
       • Go to Personal access credentials 
       • Create new credentials and copy needed values to Dynamo template configuration:
         
         • Client credentials identifier
         • Client credentials secret 
         • Token credentials identifier
         • Token credentials secret
   
   
7. Configure Scrive settings:
   
   • Open uploaded template using Dynamo Template Builder.
   • Click template builder Settings button and select Scrive section to configure Scrive API parameters.
    
   
8. Save edited template
9. Go to Salesforce Opportunity page and add Dynamo Document list component:
   • Click on the setup button →   
   • Click “edit page”
   • Click on “Dynamo Document List” and drag it to the Related area so it turns green. Then add the Template name in the Page bar on the right side.
     
10. Click Save and go back to the main Opportunity side
11. Click component New button to create new document
    1. Click Share button
    2. Select signers
    3. Click Create Email to send document for e-signing through Scrive
12. Check document status
13. See fully signed PDF document saved under Opportunity record

Extra Configuration Features

* You can either do this step on your own or contact Dynamo support for help. 

1. Go to API explorer 
2. Type in document ID 
3. Take the wanted configuration features 
4. Go to Dynamo template 
5. Click on “Main Flow” 
6. Go to “Settings” and click on “Edit Step”
7. In the setting template go to  →
   and select the buildMap tag 
8. Then click on the “set” command in the left side bar 
9. And insert the command API that you copied from the API explorer