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Tim Mcknight

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Latest activity by Tim Mcknight
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    Tim Mcknight created an article,

    API Console

    To make your integration easier, the Scrive API Console lets you inspect the calls you make against the Scrive API. Get all the details in a single view, including: all API calls made to that acco...

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    Tim Mcknight created an article,

    Update email address of sent invitation

    Wrong address? Did you mistakenly invite someone to sign a document at their personal email address when you meant to send it to their company address? No problem! It's easy to update the email ad...

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    Tim Mcknight created an article,

    Example: Set up one-click document generation (create from URL)

    Scenario A manager often has to sign an authorisation document for Opportunities. The details of the document are generated from the Opportunity fields. To make a one-click option for generating th...

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    Tim Mcknight created an article,

    Apex configuration overview

    The Scrive package exposes some Apex classes and methods for sending a Scrive Document from Apex. For example: automatically send a Scrive Document from a trigger event.    Important You can't use ...

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    Tim Mcknight created an article,

    Reports and dashboard locations

    All reports are stored in the Scrive Reports folder. The dashboard is stored in the Scrive Dashboards folder.

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    Tim Mcknight created an article,

    Scrive Metrics Dashboard

    Out of the box, the Scrive Metrics Dashboard displays the following metrics: Average time for signing a deal Number of documents sent this month/all time Number of documents signed this month/all ...

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    Tim Mcknight created an article,

    Monitor Scrive Callback status

    It is common that the callback from Scrive does not reach Salesforce. Callback, in the application’s context, means Scrive Document event information sent from Scrive to Salesforce. To confirm the ...

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    Tim Mcknight created an article,

    Assign Scrive administrator privileges

    In order to access the Scrive Admin Panel so you can sign in to Scrive and register your company and users, the Scrive administrator option must be checked in your Salesforce user profile. To assig...

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    Tim Mcknight created an article,

    Scrive Process Template Overview

    The Scrive Process Template fully automates the process of creating a Scrive Document. By standardising the Scrive sending process, your users can generate a Scrive Document with one click. The Sc...

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    Tim Mcknight created an article,

    Attachment parameters

    The attachment parameters are not required unless you want to attach a document. Attachment parameters have a form of parameter_n. The letter “n” has to be replaced by a document index (starting wi...