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Tim Mcknight

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  • Installation

    To install the Scrive Salesforce application: Go to the Scrive page in the Salesforce AppExchange. Click . Log into your Salesforce account and complete the installation process.

  • 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...

  • Why are there two callbacks after all parties have signed a document?

    Issue Why are there two callbacks after all parties have signed a document?   Solution Scrive digitally seals each document twice, resulting in two callbacks. First, Scrive seals the document usi...

  • Personal identification number (“personnummer”) format

    Issue To identify individuals, what is the valid format for sending a personal identification number (“personnummer) to Scrive via the API?   Solution The value for the key ”personal_number” is val...

  • No confirmation e-mail for document author

    Issue How do you prevent the document author from receiving a confirmation e-mail when the document has been signed?   Solution By default, the process initiator (document author) receives an e-mai...

  • Get the signing page URL for a signatory

    Issue How can you get the URL to the signing page so you can redirect the web browser of a signatory to go there?   Solution Set the "delivery_method" for that signatory to ”api”. When the signing...

  • Display_options changes do not update

    Issue When trying to update display_options, the changes do not persist in the JSON returned after making the call to update: {  "parties": [ {   "signatory": false,   "is_signatory": false,   ...

  • Delivery fails (email or text message (SMS))

    Issue What happens when e-mail or text message (SMS) delivery fails? Solution Failed delivery will cause Scrive to call any “api_callback_url” that has been configured. In the document JSON posted ...

  • Add a party to the document JSON

    Issue How do I add a party to the document JSON? Solution One way of doing this is to simply add an additional party to the “parties” array in the JSON that is returned by Scrive whenever a “new” o...

  • 500 error when placing fields

    Issue I am trying to place fields using the API but keep getting code 500 when calling the update endpoint. Excerpt of JSON: {          "type": "name",          "order": 1,          "value": ”Fr...