Tim Mcknight

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Activity overview

Latest activity by Tim Mcknight
  • Tim Mcknight created an article,

    Approver role

    An Approver is someone who doesn’t sign the document but needs to approve the process before the document can be finalised. A good example is an employment contract: The document author, who works ...

  • Tim Mcknight created an article,

    Allow forwarding

    If you don’t have the email address of the authorised signing party, or you aren’t sure who they are, you can send the document to an email address that you do know and enable forwarding so it gets...

  • Tim Mcknight created an article,

    Share your signing workflow publicly with shareable links

    Shareable links allows you to invite people to sign a document when you don't know who the signing parties will be. (Find out how to add shareable links to your Scrive eSign service.)   To set up a...

  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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.

  • 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 ...

  • 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 ...