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  1. Scrive
  2. Salesforce

Salesforce

Scrive app administration guide

Getting started

  • Scrive for Salesforce
  • Installation
  • Assign Scrive administrator privileges
  • Sign in to Scrive
  • Register users
  • Monitor Scrive Callback status

Configuration

  • Integration with Scrive
  • Custom Settings
  • Custom Objects

Scrive document template & field mapping

  • Templates overview
  • Setting up field mapping

Scrive process template

  • Scrive Process Template Overview
  • Main document
  • Scrive Document Parties
  • Field mappings
  • Attachments
  • Custom button
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Scrive administration

  • Configure additional objects
  • Salesforce/Scrive user monitoring
  • Scrive Document history

Reports and dashboard

  • Scrive Metrics Dashboard
  • Reports and dashboard locations

Examples: common use cases

  • Sending a Scrive document from Opportunity (using process template)

Apex configuration

  • Apex configuration overview
  • Main variables and methods
  • Apex example 1: Sending a document created from a given process template for a given record
  • Apex example 2: Creating Scrive document from Scrive template
  • Apex example 3: Sending Scrive document from Scrive template with addition of signing party
  • Apex example 4: Sending a Scrive document from trigger’s event

Creating Scrive document from URL

  • Creating Scrive Document from URL: Overview
  • Document parameters
  • Party parameters
  • Attachment parameters
  • Example: Set up one-click document generation (create from URL)
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