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Scrive

Send for Signature with Scrive: what the fields mean and what to enter

The Scrive Connector send-for-signature dialog arrives filled in with the defaults of the Scrive account; it is worth checking the title, language, deadlines and your role before sending. Here are the fields of the dialog according to their help text, with their defaults and what to enter.

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

What the dialog brings and how to read it

The send-for-signature dialog gathers on one form the details of sending the PDF of an Odoo record. Each field covered here comes with a help text that explains what it is for. The texts and defaults are those of the code published for Odoo 20.

Diagram built from code, not an Odoo screen, of the send-for-signature form with its fields from top to bottom: Document, Scrive Account, Scrive Template, Title, Signing Language, Days to Sign, Auto-remind After (days), Sender Role, Invitation Message and Confirmation Message
Diagram of the dialog built from the module's published code, with the original English labels.

The help text of Scrive Account says that its defaults filled this dialog in. That is why it arrives with data already in place: it is worth checking it before sending rather than taking it as correct.

Odoo + Scrive: see who signed, get the sealed PDF
Video: Odoo + Scrive: see who signed, get the sealed PDF

Comparison of the fields that set up the request

FieldWhat its help saysWhat to enter
Document“The Odoo record whose PDF is about to be sent for signature.”Nothing to fill in: it is read-only and on screen it has no label, only its content is shown
Scrive Account“Scrive account (and therefore Scrive user) the request is sent with. Its defaults filled this dialog in.”The account, and therefore the Scrive user, you want the request to go out with
Title“Name of the document on Scrive: what the signing parties read in the invitation e-mail and on the signing page.”A name the signer will understand, since they read it in the invitation and on the signing page
Signing Language“Language of Scrive's invitation e-mails, signing page and reminders. It does not translate the PDF itself.”The language of the signing parties (English by default); bear in mind that the PDF is not translated
Days to Sign“The request expires this many days after it is sent (1-365). An expired document can still be prolonged from Odoo.”A deadline between 1 and 365 days that fits your process (90 by default)
Auto-remind After (days)“Scrive reminds the parties that have not signed after this many days. 0 sends no automatic reminder; it must fall before the document expires.”0 for no reminder (the default); if you want one, a value lower than Days to Sign
Sender Role“Your own role on this document: 'Viewer' only follows it, 'Signing party' means your company signs it too.”Signing party if your company signs too; Viewer (does not sign) if you only want to follow the document (the default)

Comparison of the optional fields

These three fields are optional according to their help. The two message fields sit in the Messages group of the form.

FieldWhat its help saysWhat to enter
Scrive Template“Optional: start from a Scrive template (its placed fields and settings are kept; the rendered PDF replaces the template file).”A template if you want to keep its placed fields and settings; the PDF Odoo produces replaces the template file
Invitation Message“Optional custom invitation text. Empty uses the Scrive default.”Leave it empty to use Scrive's text; write it only if you want your own
Confirmation Message“Optional custom confirmation text. Empty uses the Scrive default.”The same: empty for Scrive's text, filled in for your own

What to check before sending

Because the dialog arrives with the account's defaults, here is a short list of what is worth looking at, field by field:

  • Title: it is what the signing parties read in the invitation e-mail and on the signing page, so it deserves a clear name.
  • Signing Language: it affects the invitation e-mails, the signing page and the reminders, not the PDF.
  • Days to Sign and Auto-remind After (days): the reminder must fall before the document expires.
  • Sender Role: it decides whether your company only follows the document or signs it too.

Combinations worth checking

Reminder and expiry

The help of Auto-remind After (days) says the reminder must fall before the document expires. If you change Days to Sign, check the reminder too. The day range has its own article: what happens with days outside the range.

If a document expires, the help of Days to Sign says it can still be prolonged from Odoo.

Signing language and the PDF

Signing Language changes the invitation e-mails, the signing page and the reminders, but not the PDF. The help of the Document field is also translated: with Odoo in Spanish it reads “El registro de Odoo cuyo PDF está a punto de enviarse a firma.”.

Diagram built from code, not an Odoo screen, with the help text of the Document field in Spanish, German, French, Italian and Portuguese
Diagram built from the module's published translations: the same Document help text according to the language of Odoo.

Sender role

If your company also has to sign, change Sender Role to Signing party: with the default, Viewer (does not sign), you only follow the document. The Send button has its own article: what it does step by step.

What it costs and how FlexigoTech helps

Scrive Connector is a one-off payment per version and is published for Odoo 17, 18, 19 and 20. It needs the FlexigoTech Cloud subscription, Connector plan: €49/month or €490/year excluding VAT. You will find the Odoo Apps listing and the module page.

If you are implementing Odoo and want the language, deadlines and role agreed before anyone sends anything, FlexigoTech implements Odoo 17, 18, 19 and 20 and builds custom connectors and integrations.

Keep reading

What the Send button of Scrive Connector does, step by stepWhat the Send button of Scrive Connector does in Odoo: what it checks, what it creates, where it takes you next and which messages can stop it.Scrive Connector: «Callbacks can only be triggered for sent documents.»When the callbacks error shows up in Scrive Connector for Odoo, which condition triggers it (document state and Scrive ID) and how to fix it.The «Days must be between 1 and 365.» message in Scrive ConnectorWhen Scrive Connector shows «Days must be between 1 and 365.», what the code checks when you press Apply, and how to fix it.
Checked in the connector's source code (version 20.0) and the linked sources

Sources