Release Notes – Salesforce Update, September 2016


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On Monday the 26th of September we are back with an update for our powerful Salesforce application, with new features and functionality. Besides this update, we have the rest of the year planned with even more releases, to provide the most comprehensive eSign experience available on the Salesforce platform.

Update for Scrive Process Templates

– Link to Configure an Object page

Configure an Object page can be now easily accessed by clicking “Configure an Object” button in the Scrive Configuration tab.

– Send with one click

If during the Process Template creation, the “Bypass draft creation” checkbox is ticked, the user will be able to send the document directly from the related object page (e.g. Opportunity) without the need to visit the document detail page.

This option does not have to be enabled at the Process Template creation. It can be enabled at any moment by editing Process Template at step 3.

General updates

– Ability to add related object’s attachment as an attachment

When manually sending the document user can now use Salesforce attachments as a Scrive Document attachments by choosing “Attachment” from the picklist in Select Scrive Attachment section at the bottom of the page.

– Visual force attachments

When manually sending the document user can use Visual Force page as an attachment by choosing “Visual Force” from the picklist in Select Scrive Attachment section at the bottom of the page.

– Forward signed documents

Users can now forward the signed document to any e-mail by clicking the Forward button on the Document Detail page. The button is only available when a document is signed. Draft/Sent documents cannot be forwarded. The default value of the text field is an e-mail address of the first signatory.

Configuration

– Custom settings exposed in Scrive Configuration

Admins can now easily access and edit the Custom settings by clicking “Custom settings” button in the Scrive Configuration tab. Which means that you now can access the advanced settings easier.

Upcoming features Q3/Q4 2016

  • Mobile App completely Salesforce1 ready
  • Lightning design