Tim Mcknight

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Recent activity by Tim Mcknight Sort by recent activity Recent activity Votes
  • Sending a Scrive document from Opportunity (using process template)

    Use case You want to automate the process of sending the same document from Opportunity object. Note: Refer to the articles under Scrive Process Template to understand the full scope of possibiliti...

  • 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...

  • Reports and dashboard locations

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

  • Sign in to Scrive

    After you install the Scrive app and assign Scrive administrator privileges to yourself, you can register your company and users with Scrive on the Scrive Admin Panel. Have a Scrive account Don't h...

  • 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 ...

  • Register users

    When you sign in to your Scrive account (from Salesforce), Salesforce will fetch the data for any users who are already registered as Scrive users:     Note: Users are matched based on email addre...

  • Templates overview

    Using a Scrive Template as the document to be signed requires two things: If the template doesn't exist, you need to log in to your Scrive account to create it (if you created your Scrive account ...

  • Setting up field mapping

    The field mapping works in both directions: Salesforce fields can be retrieved to fulfill a Scrive Template Fields that are filled in on the Scrive Template by the Party can be inserted into Sales...

  • Salesforce/Scrive user monitoring

    There is a dedicated panel for monitoring the synchronization channel between Salesforce and Scrive users. To access this panel: Click the Scrive Configuration tab. In the MONITOR SCRIVE USERS are...

  • Scrive Document history

    You can upload the Scrive Document History so you can review the entire status history of a Scrive Document in Salesforce (when the invitation was delivered to the parties, opened, etc.). When enab...