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Scrive

What the Save as Template button in Scrive Connector does, step by step

Save as Template turns a signature document into a reusable Scrive template and cannot be undone: it only shows while the document is in Preparation, a Scrive manager can use it, and afterwards the document can no longer be sent for signature.

FlexigoTech · Editor in charge: Víctor Gómez · Updated 5 November 2026

Key facts

Module
Scrive
Versions
Odoo 17, 18, 19 and 20
Checked
in the connector's source code, version 20.0 · against the sources linked at the end
Reading time
4 min

Where it is and when you see it

The Save as Template button sits on the form of the signature documents, which you open from the Scrive › Signature Documents menu; the Scrive part of the menu asks for the User permission. It exists in Odoo 17, 18, 19 and 20, and its view condition is the same in all four: it is hidden when the State field is not Preparation. A new document starts in Draft, so with the default values the button is not visible.

Diagram built from code, not an Odoo screen: the signature documents menu, the save as template button with the messages that can stop it beside it, and the state it leaves the record in
Diagram of the button's path, generated from the module's published code.
Odoo + Scrive: see who signed, get the sealed PDF
Video: Odoo + Scrive: see who signed, get the sealed PDF

Before you press it

  • Open the form from Scrive › Signature Documents and look at the State field: the button only appears in Preparation.
  • Check that the form shows Scrive Document ID. It is a read-only field: you do not write it, the module's code fills it in (for example, through the Import from Scrive Archive button). If the document has no such identifier, the button stops with the message Only a document in preparation on Scrive (e.g. right after a restart) can be saved as a template.
  • Note the document's Account, visible on the form and in the list. It is the Scrive account whose templates get refreshed at the end.
  • Make sure the person pressing it is a Scrive manager: the method checks this itself, even when the button is already visible.
  • Be clear that there is no way back. Odoo asks for confirmation with this text: Save this document as a reusable Scrive template? This cannot be undone, and the document can no longer be sent for signature.

What it does when you press it, in order

This is the order in the Odoo 20 code.

  • First it looks at whether the document has a Scrive identifier and whether it is in Preparation. If one is missing or the other is not met, it stops.
  • Then it checks that your user is a Scrive manager. If not, it stops.
  • Next it asks Scrive to mark that document as a template. If Scrive returns an error, it stops with the notice Scrive error: ….
  • Only then does it write the Saved as Template state. Before writing it, Odoo checks that you have the right to modify that document, just as a normal save would.
  • After that it refreshes the account's templates in Odoo: it creates or updates the ones Scrive returns as templates and deactivates those that no longer appear in Scrive. These templates are cached locally for the send wizard.
  • Finally it leaves a note on the document and shows you the success notice.

What you will see afterwards

  • A notice titled Saved as template with the message This document is now available as a Scrive template.
  • The State field set to Saved as Template. Since the button only shows in Preparation, it disappears from that form.
  • A note on the document recording that it was saved as a reusable template, that this cannot be undone and that it can no longer be sent for signature.
  • The signature documents list, where the State field shows that value.
Kanban view of signature documents with demonstration data: one column per state, including the one for documents saved as templates, which is cut off at the edge
Kanban with demonstration data (sample cards); the last column appears cut off.

If something fails

These messages come up when you press the button.

  • Only a document in preparation on Scrive (e.g. right after a restart) can be saved as a template. It appears if the document has no Scrive Document ID or its State is not Preparation. Check both on the form.
  • Only a Scrive manager can save a document as a template. It appears if your user is not a Scrive manager. Ask a manager to do it.
  • Scrive error: … It appears when the request to Scrive to mark the document as a template fails. The detail of the error follows the colon; read it and fix what it points to before pressing again.
  • Could not fetch Scrive templates: … It appears when refreshing the account's templates. This message appears after Scrive has already been asked to mark the document as a template, and that change cannot be undone. The detail of the error follows the colon.

Before you think about another send

A document saved as a template can no longer be sent for signature: the confirmation says so itself.

Cost and help

Scrive Connector is a one-off payment per Odoo version (17, 18, 19 and 20) and needs the FlexigoTech Cloud subscription, Connector plan: €49/month or €490/year, excluding VAT. You can see the module on its Odoo Apps listing or on the flexigotech.com page. If you are implementing Odoo and want to tie signing into your workflows, FlexigoTech implements Odoo 17, 18, 19 and 20 and builds custom connectors and integrations.

Keep reading

Scrive Connector: error when a party that only approves carries custom fieldsWhat the Scrive Connector error means when a party that only approves carries custom fields: the exact condition in the code and how to fix it.Scrive Connector: «The auto-remind day must fall before the document expires.»When «The auto-remind day must fall before the document expires.» appears in Scrive Connector, what the code checks and how to fix it on the document.
Checked in the connector's source code (version 20.0) and the linked sources

Sources