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

November Update


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We have a big release coming up this Saturday, and there is a lot to talk about.

If you’re short on time, here is a tl;dr summary:

  • API Version 2 release with new documentation
    API Version 1 will be supported until the end of 2017.
  • Two new sizes of checkboxes and new design
    Checkboxes will be updated with two new sizes and a new design.
  • Highlighting of document during signing and new top bar
    For in-person signing, there will now be a highlighting pen available to use during the contract review process.
  • Ability to see requested attachments in Sign View
    It will be possible to see uploaded attachments in sign view before signing a document.
  • Small update to email layout
    Invitation and confirmation emails will get a layout update to make the custom message clearer.

Note that all features are always available using our API. To understand how to use all new (and current) features, read the API Documentation or use our API Explorer.

API Version 2 released with new documentation

We are now releasing the new version of our API.
Version 2 contains the following improvements:

  • A new naming structure for API endpoints
  • Changes to the JSON data structures
  • Changes to parameters and their names
  • More comprehensive documentation
  • Better error messages

All of the above will make our API more intuitive to use and a lot easier to debug.

New documentation can be found at apidocs.scrive.com

Checkboxes – New design and sizes

Our checkboxes are getting a makeover with a new design, and two additional sizes. The size is “small” by default and will stay the same on all existing documents. For a more mobile-friendly signing experience we are now adding “Medium” and “Large.”

Apart from adding two more sizes, the checkboxes are now in SVG so they look crisp on retina displays and we are also giving them more color so they “pop” more in the document. The color is set to your branding profile so that the Mandatory checkboxes will have the same color as the arrow (main color in branding) and the optional boxes will have the secondary color in your branding profile.

After signing, the checkboxes will be black and white in the signed document.


Checkboxes on a signed document

Highlighting of documents and a new “top bar.”

Our focus on digital retail continues with the addition of our latest premium feature: highlighting.

Since Scrive is used during the process when our customer signs up their customer, the review process of the contract during signing is essential for a great customer experience. We are therefore adding a “highlighting pen” as a tool to add clarification to certain key parts of the contract before signing.

Together with this release we are also adding a bar that will hold the zoom controls and the controls for highlighting. The bar will also tell you the document name and in which state you see it.

After the document has been signed, the highlighting will remain on the sealed PDF and the events created by highlighting will be stored in the evidence log of the signed document.


Evidence log of a signed document with highlighting

Initially, this feature will only be available for in-person signing, and the highlighting is done by the author of the document, regardless of who is in the signing process.

To get access to highlighting, please contact Scrive support.

See Requested Attachments in SignView from prior signatories

It will now be possible for all parties to see the uploaded attachment by a previous signatory before they sign.

For example, let’s say party 1 must submit a copy of their driving license, and you have set yourself as party 2. Before you sign, you might want to verify that “signatory 1” uploaded a picture of their driver’s license before you sign yourself.


As you can see in this picture, “John Doe” uploaded the attachment “ID Card” during the signing process and party two (Axel Talmet) can review it before signing.

Bye bye pixels! New crisp SVG arrows for retina displays and sharper documents

We will update our beloved arrows to use SVG icons instead of PNGs to get rid of all the ugly pixels. Small but great update!


Not a pixel in sight!

We are also increasing the resolution of the documents in sign-view to make them even sharper.

Small update to email layout

To make your message clearer when inviting someone to sign over email, we have made a small but significant update to the email invitation and confirmation message.

The custom message is no longer in italic, and we will move the “instructions text” below the custom message and make it bold to be clearer.

You can add a custom message in the same place as before:


Add your custom message under “Other settings” in the design view of a document or a template.

That’s everything for this release.
The next upgrade is scheduled for the 3rd of December.

Cheers,
Axel

Release Stockholm 6


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Hi!

We are back with the last upgrade for 2015.

For you coming in from the email send out, it´s not as huge as our last release.
A so-called human error snuck in and forgot to update the subject line.

This week we have named the release after the capital of Sweden, Stockholm.

Stockholm is the hometown of Scrive HQ and it is the most populous city in the Nordic region, with 917,297 people living in the municipality, approximately 1.6 million in the urban area, and 2.2 million in the metropolitan area. The city is spread across 14 islands on the coast in the southeast of Sweden at the mouth of Lake Mälaren, by the Stockholm archipelago and the Baltic Sea.

Some fun facts about Stockholm:

  • Kungens Kurva in Skärholmen is the home of the largest Ikea store in the world, covering a huge 56,301 square metres.
  • Stockholm is the home of the Ericsson Globe, which is the world’s largest spherical building.
  • On Stockholm’s shortest day the capital sees a mere six hours of sunlight, while on the longest day the sun is up for nearly 21 hours

Enough about Stockholm, here´s what´s new:

Main Features

Email issue resolved

Due to a change in the configuration of the Microsoft hosted email services incoming mail analysis system, delivery to their hosted email services was negatively affected.
We have now resolved this matter by implementing a new transactional email provider. This has resolved this specific email issue. Though, due to the nature of email, there will always be rare cases where there may be a failure to deliver.

If you wish to be certain of delivery you can always choose to send the invitation to sign via “Email and SMS”. Remember to always provide the country code of the phone number!

Introducing numbers and characters in name field

We now allow more characters in names to accommodate the need for cool company names.
You can now use numbers, dashes, ampersands and more.

Resolved mandatory attachment in combination with mass send outs

When we introduced mandatorys attachments in our last release one thing was a bit messed up.
Users doing multi sendouts in combination with a mandatory attachment were forced to sign each and every document as the author. If you send a few hundreds this, of course, takes a lot of time. This is now fixed, and you only need to sign once like before.

Next upgrade is planned for the 9th of January.

Merry Christmas and see you next year!

Release Edinburgh 3


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Hello!

We are coming to the end of October and what´s better than ending with a Scrive upgrade?

This release is named after the capital of Scotland, Edinburgh.

Edinburgh has long been known as a centre of education, particularly in the fields of medicine, Scottish law, literature, the sciences and engineering. The city is also the largest financial centre in the UK after London.

Jonathan, who is our versatile frontend/backend master, has Edinburgh as his home base when he is not working hard from his summer house in France.

Now, let´s get down to what´s new in this release.

Show owner of template

This is a request that many of our customers have been asking about and have also submitted to our idea portal.
You will now see who the owner of every shared template is. This is very useful if you and your colleagues are using the same template and a change needs to be made. Starting Saturday, you will know who to talk to in order to have it updated.

Speeding up the system

This time, we have put a lot of work into improving the speed and snappiness of Scrive. Our document searching and retrieval subsystems got a significant boost. Document access control is faster than it used to be. The more documents there are in the archive, the bigger impact this improvement has. For specific cases and larger archives the improvement in document, retrieval can be as much as 500%.

Work on APIv2 continues

Our new API version 2 is merged and work progress there in spades. Note that we are not releasing APIv2 at this point yet, as we know that “we should eat our own dog food first“. Starting now, we will migrate our own frontend to use the new API version, sorting out any issues that might come along. Stay tuned for news about the new API version.

Change behaviour of when the back button is shown

As you already may know, we are developing brand new apps for iOS and Android. To adapt our sign view to our new apps, we are introducing a method to hide the back button for in-app use.

That´s all for this week but already early next week we are back with a huge upgrade to our Salesforce application, stay tuned!

And of course, next production upgrade will be on the 14th of November.

Have a great weekend!

Axel

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

Release Warszawa 1


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Hi!

Tomorrow morning it’s time for yet another production update!

This sprint is named after the beautiful city of Warsaw, where our beloved lead developer Mariusz lives.

Main feature

You now have the possibility to change the authentication method to view the document after you have sent it for signing. It is connected to our previous release of Norwegian Bank ID.

This is done in the authors view of the document you want to change the authentication method to view on.

This new feature is very useful when you have a workflow where you, prior to sending the document, don’t know if the customer will be present or not. Now you only need to set up one template and change the workflow inside your own application.

Of course these new features are also available using our API.

You may choose between Swedish or Norwegian Bank ID.

It is also possible to change the authentication to sign in the authors view or via the API.

Here you may choose between authenticating the customer with Swedish or Norwegian Bank ID or Pin by SMS.

Minor fixes
  • The identify to view feature received a usability lift up and presents an improved identify view
  • Table of signatories now includes information about authorization status
  • Main signing page received a very important technological update. For our users it means improved signing experience and faster interaction. We used react components to achieve this result.
  • Signatory section is improved. Authors get to see more details about invited signatories when they create documents, signatories see a streamlined version of the same information.
Next production update will be on the 17th of October.

Don’t forget to submit your ideas in our new idea portal! 🙂

Have a great weekend!

Axel