Scrive Salesforce Update – Version 4.19


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We have updated our Salesforce app with new functionality, and it is available to update from the Salesforce Appexchange to download and upgrade.

As always, we strongly recommend installing and testing the updated version in your Sandbox environment before upgrading your production instance.

Our administrator guide has also been updated to include these new changes and how to use them.

New in this release:

Restart Scrive documents from within Salesforce

A user can now restart a document directly from within Salesforce by clicking the “Restart” button on the Scrive Document page layout.

Restart is useful if, for example, the email address that was defined was incorrect. In those cases, the user can now withdraw the document with the incorrect email and then restart the process and update the email address without losing the rest of the document and signatory settings.

Additional Document statuses

You are now able to get the full history of a Scrive document within Salesforce.
As an admin, you can enable an hourly batch update (from the Scrive Configuration tab) all document events on the Scrive Document page layout.

Events include the following:
* Email/SMS sent
* Email/SMS delivered
* Email opened
* Document opened/viewed

Improved Debugging for Administrators

It is now possible to register an email address (under the Scrive Configuration settings) that will receive debug logs whenever an update of a business object fails.

Unfortunately, the promised feature of adding and removing users directly from within Salesforce is not part of this release. But we are expecting on shipping this in the next release that is planned for the end of January.

Until next time,

Merry Christmas and Happy New Year!

Axel

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

Huge Salesforce upgrade!


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Hi!

As mentioned in our previous post, we are doing massive work on our Salesforce application. Our new updates will make it one of the most versatile and extensive e-signature application on the Salesforce platform.

1) Overview

The Process Template is a framework which defines a standard process for signing documents within Salesforce. Once completed, the process template gives the ability to deliver Scrive Documents to Customers using no more than 2 clicks!
First click to create a preview of the Scrive Document based upon the definition of the Process Template, second click to send it!

Within the Process Template you can define the following properties:

  • Source Object (e.g. Opportunity)
  • Source Document (e.g. last document attached on Opportunity)
  • Scrive Document definition such as language, Invitation Message
  • Scrive Document Parties (Contact, User and Static Email)
  • Scrive Document field mapping
  • Default Attachment document (e.g. Terms & Conditions)

2) Key Feature of Process Template

  • Source Object

An object related to a process (Opportunity, Quote, etc.)

  • Source Document

A various range of documents can be used as a source document.
In the Process Template, the source document can be either:

  • An attachment from the source object
  • A Quote Document (available only if Quote is chosen as a Source Object)
  • A Document
  • A VisualForce rendered as Pdf
  • A Scrive Process Template

  • Language

Use Case, one wants to send Scrive Document in the language of the Customer.
In the Process Template, the language can be mapped to a formula field. For instance, on Opportunity there is a formula “Preferred Communication Language” pulling the information from the Account.

  • Contact

Use Case, one wants to pick up the Scrive Document signer from the Opportunity Contact Role.
In the Process Template, you can define a party from always being the “Decision Maker” Contact Role.

  • Tracking Documents

Use Case, One wants all Scrive Documents to be sent to a given Email Address.
In the Process Template you can add a third party, static email address, as a Viewer.

  • Default Attachment Document

Before finishing the creation process user can attach as many files as needed. One can attach eg. Terms & Conditions to be send everytime together with documents to sign.

  • Finishing creation process

After saving Process Template View Page allows for overviewing details of template and editing them if needed. One more click creates and activates sending button.
Use Case, One wants to change attached document based on eg. amount of order or some other data. In the Process Template system may be configured that way so one button can send different documents depending on some feature.

3) Sending process

3.1) Right after button is created, it must be add to layout of object (eg. Opportunity) one wants to use.

3.2) First click leads to preview of document – a moment to verify whether data and sending document are correct and change it if necessary.

3.3) Second click sends document to parties for sign. User can track the process based on status – whether it’s draft, sent or signed.

The next update is planned during the month of December and will introduce full Salesforce1 support with brand new lightning components.

Cheers

Axel

Scrive for Salesforce update v 2.79


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Hello!

Big news for all of our Salesforce customers. A couple of weeks back we started working on some major improvements for our Salesforce application.

Today we are happy to announce that the first release with fresh updates is here.

Here’s what’s new:

  • Standard reports on Scrive Documents. An Standard Scrive Dashboard is available showing information like:

-Number of Documents Sent/Signed this Month/Year
-The Number of Documents Sent/Signed group by User
-Average time of Signing Document

  • A User wants to Edit a draft Scrive Document. When opening a draft Scrive Document, one can click the “Edit” button.

The User can Edit following parts of the Scrive Document:
The parties, it includes the Signing Order, Method of Delivery, Method of Authentification, Role and Method of Confirmation
Delivery options, Title, Language, Signing Deadline and invitation message.

  • 1-click sign with Sales/Service Cloud Console

A User wants to quickly send a Scrive Document directly from the Salesforce Console.
In the Console, a Scrive Custom Component, on the side Panel, gives the ability to send a Scrive Document in 2 clicks.
One Click for Validating the Opportunity and default Settings, and one more for sending.
Once the Document is sent, the Custom Component is rendered and shows the current status of the Scrive Document and Parties.

  • Configurator of Custom Objects (and Contracts and Quotes)

A User wants to use the powerful of Scrive in objects differents than the Opportunity. From the Scrive Configuration Tab, it is possible to configure Scrive so Documents can be sent from any Salesforce Object (Quote, Contract, Custom Objects …). A wizard supports the configuration of the new Object.

  • Opportunity validations

A User wants to make sure a Signed Scrive Document will close the Opportunity.
Prior to sending a Scrive Document, a Validation is run against the Opportunity. It ensures the Opportunity Record can be set to Close Stage once the Scrive Document is Signed. In case of validation errors, a user friendly message is displayed helping the User to fix the Opportunity.

  • Importing Scrive Documents into Contract object in Salesforce

A user wants to import Scrive Documents created outside of Salesforce to the standard Salesforce contract object. In the tab Scrive Browser the user can select Import from the context menu, what opens a search tool that looks up to any object related to a Scrive Document. After selecting a context object and letting to Import a document, a Scrive Document is created and attached to the chosen object.

  • Support for chosing related contacts

A User wants to send a document to a defined contact related to an opportunity’s account.

After choosing ‘New Scrive Document’ the user is presented a list of all related contacts, with phone number, email address and title, giving a possibility to quickly choose the list of recipients. If the document is to be signed or viewed by another non-related to the account party, the recipients can be chosen from a lookup.