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Scrive

What the Send button of Scrive Connector does, step by step

The Send button in the Scrive Connector send dialog checks the dialog, creates the Scrive document and sends it; afterwards it takes you to the document or to the first signing link. It is always visible in Odoo 17, 18, 19 and 20; the walkthrough below follows the Odoo 20 code.

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

When the button appears and what to look at before pressing it

The Send button sits in the Scrive Connector send dialog and has no visibility condition: it is always shown, in Odoo 17, 18, 19 and 20. What follows is what its code does in Odoo 20.

Schematic drawn from code, not an Odoo screen: the button text by Odoo language
Schematic of the button text: Enviar in Spanish, Senden in German, Envoyer in French, Invia in Italian and Send in Portuguese.

Before pressing it, look at these fields in the dialog:

  • Scrive Account: the account, and therefore the Scrive user, the request is sent with. Its defaults are what filled this dialog in.
  • Sender Role: Viewer (does not sign) only follows the document; Signing party means your company signs it too. The default is Viewer (does not sign).
  • Auto-remind After (days): Scrive reminds the parties that have not signed after this many days. It defaults to 0, which sends no automatic reminder, and it must fall before the document expires.
  • Confirmation Message, in the Messages group: optional text; if you leave it empty, Scrive's default is used.
Odoo + Scrive: see who signed, get the sealed PDF
Video: Odoo + Scrive: see who signed, get the sealed PDF

What Send does, step by step

This is the real order in the code. The first steps, up to the validation of the parties, can stop the send before anything is created.

Schematic drawn from code, not an Odoo screenshot: the Send button with the messages Add at least one party. and The Scrive account '…' belongs to …, but … belongs to …. Choose a Scrive account of …. beside it
Schematic of the Send button (Odoo 17, 18, 19 and 20) with the messages that can stop it beside it, labelled as in the module's code.
  1. It checks there are parties. If the list of parties is empty, it stops with Add at least one party. and nothing is saved.
  2. It checks the account's company. If both the dialog and the Scrive account have a company and they differ, it stops with the message in the table below, before creating anything. If the dialog or the account has no company, this check does nothing.
  3. It validates the parties with Scrive's rules, on in-memory copies and while the dialog is still open, taking the sender role into account. The code gives a missing e-mail and a mobile without country prefix as examples: they are reported in the dialog, before the PDF is rendered and the document is created, so you can fix them.
  4. It attaches the rendered PDF to the source record. Only now does the file become part of the record; if you close the dialog instead of sending, nothing is left behind.
  5. It decides which file is sent. If there is no template, the dialog stored a signature preview with parties and the parties have not changed since, the file from that preview is sent, byte for byte. Otherwise the document itself composes the signature page when it is sent. Whichever file is used, it is flagged as the connector's own, so the send may rewrite it with the signature page in place.
  6. It creates the Scrive document from what is in the dialog: the account, the template if there is one, the title, the source record, the days to sign and to remind, the language, the sender role, the invitation and confirmation messages, and the parties with their details (contact, role, signing order, delivery and authentication methods, signature position and custom fields).
  7. It sends it. Before touching anything, the FlexigoTech Cloud service is checked: without it nothing can be sent. If Scrive returns an error while sending, the dialog still carries on to the end and opens the form of the Scrive document just created (or the first signing link).
  8. It takes you to the next screen. The section below explains where.

What happens at the end

If a party has link delivery and already has a signing link, the dialog opens the signing link of the first such party in a new window. In any other case it opens the form of the Scrive document just created, in the same window.

Messages that can stop Send

MessageWhen it appearsWhat to do
Add at least one party.On pressing Send with the list of parties empty.Add at least one party and press again.
The Scrive account '…' belongs to …, but … belongs to …. Choose a Scrive account of ….On pressing Send, when the account's company differs from the dialog's. If the dialog has no document name, the message says this document.In Scrive Account, choose an account of the company the message names.

Without a FlexigoTech Cloud subscription

Without a subscription, or with the service suspended, what the subscription provides stops; your data stays in your Odoo. The connection goes through FlexigoTech Cloud, which stores the credentials encrypted, watches the synchronisation and emails you if it fails.

How FlexigoTech can help

Scrive Connector is published for Odoo 17, 18, 19 and 20. It is a one-off payment per Odoo version (see each version's price on its listing) and needs a FlexigoTech Cloud subscription: Connector plan, €49 per month or €490 per year excluding VAT, up to 3 accounts on the platform. There is more on the module page. FlexigoTech also implements Odoo 17, 18, 19 and 20 and builds custom connectors and integrations.

Keep reading

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.Scrive Connector: «Odoo could not produce the PDF», when it appears and how to fix itWhy Scrive Connector says Odoo could not produce the PDF and sends nothing for signature: when it appears, what it means and how to fix it.
Checked in the connector's source code (version 20.0) and the linked sources

Sources