Tim Mcknight

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  • Configure additional objects

    The Scrive Package is fully ready to work with Opportunity. In the meantime, any Salesforce object can be linked to Scrive Document. Note that the wizard for configuring additional objects to Scriv...

  • Removing pages using process template button URL

    To request that pages be removed from a document, add the “removePages” parameter to the URL of the Scrive Process Template button. Note that this parameter will be ignored unless the document is c...

  • Custom button

    You can use the Scrive Process Template to create a custom button which prepares a Scrive Document to be sent.   Example: Display Type: Detail Page Button Content Source: URL URL: /apex/scrive__scr...

  • Attachments

    Attachments are documents that are added to the main document. In Scrive, they appear as a related list under the main document, where they can be expanded. Two types of attachment are supported: ...

  • Integration with Scrive

    To create a proper channel between Scrive and Salesforce (ascendant/descendant), each user must send their credentials to Scrive as follows: Click the Scrive Configuration tab: Under LET SALESFORC...

  • Custom Settings

    To access the custom configuration settings, click the Scrive Configuration tab: Go to the CUSTOM SETTINGS area: Click Custom Settings:

  • Custom Objects

    To enable Scrive functionalities on a custom object: Go to Setup and open the Object Manager: Locate Scrive Document from the list: Click Scrive Document to open it: From the menu, click Fields & ...

  • Main document

    The Main document is the actual document that is signed by the Customer in Scrive. Various sources can be used to define the document to be signed: Attachment: a regular attachment on the Source O...

  • Scrive Document Parties

    The Parties are the actual participants in the signing Process. A Party can be either a viewer or a signer. The following types of Parties are supported: Contact: can be lookup to a Contact or an ...

  • Field mappings

    With the mapping tools, you can sync fields: from Salesforce to Scrive from Scrive to Salesforce These mappings are particularly useful when a Scrive Template is the Source Document. You can map ...