Using Scrive for Salesforce
- Apex configuration overview
- Scrive Metrics Dashboard
- Creating Scrive Document from URL: Overview
- Scrive Process Template Overview
- Main variables and methods
- Sending a Scrive document from Opportunity (using process template)
- Configure additional objects
- Main document
- Templates overview
- Integration with Scrive
- Reports and dashboard locations
- Document parameters
- Apex example 1: Sending a document created from a given process template for a given record
- Salesforce/Scrive user monitoring
- Scrive Document Parties
- Setting up field mapping
- Custom Settings
- Party parameters
- Apex example 2: Creating Scrive document from Scrive template
- Scrive Document history
- Field mappings
- Custom Objects
- Attachment parameters
- Apex example 3: Sending Scrive document from Scrive template with addition of signing party
- Attachments
- Example: Set up one-click document generation (create from URL)
- Apex example 4: Sending a Scrive document from trigger’s event
- Custom button
- Removing pages using process template button URL