Creating and Configuring a Custom Sertifi Button
The out-of-the-box Sertifi for Salesforce app comes with a Sertifi button to run off of your Opportunity object. However, the following situations will require you to create a custom button:
You want to send from a custom object
You're setting up multiple properties to use Salesforce
You are looking to automate the sending process
Creating the Button
To create a custom button:
Navigate to App Setup > Customize.
Expand the object where you want to add the Sertifi button.
Navigate to Buttons, Links, and Actions in the object.
Click New Button or Link.
Complete the following fields:
Label - enter Sertifi E-Sign
Name - enter Sertifi E-Sign
Display Type - select Detail Page Button
Behavior - select Display in existing window with sidebar
Text box - enter one of object and syntax options from the Object table.
Select the functions you want to automate by using the parameters provided in the Parameter table.
Click Check Syntax to make sure no errors are present in your code.
Save the button.
Add your button to your page layout. For more information, see Adding the Sertifi button.
Object Table
Copy and paste the syntax for the object you want to run Sertifi from into your custom button.
Object | Syntax |
|---|---|
Account | /apex/Sertifi2_0__CreateSignatureRequest?actID={!Account.Id} |
Case | /apex/Sertifi2_0__CreateSignatureRequest?objectID={!Case.Id} |
Contact | /apex/Sertifi2_0__CreateSignatureRequest?contactID={!Contact.Id} |
Contract | /apex/Sertifi2_0__CreateSignatureRequest?objectID={!Contract.Id} |
Lead | /apex/Sertifi2_0__CreateSignatureRequest?leadID={!Lead.Id} |
Opportunity | /apex/Sertifi2_0__CreateSignatureRequest?oppID={!Opportunity.Id} |
Custom | /apex/Sertifi2_0__CreateSignatureRequest?objectID=Record ID from the Insert Merge Field dropdown list |
Parameter Table
Copy and paste the following parameters to customize the functions you want to automate with your Sertifi custom button.
Parameter Code | Parameter Definition |
|---|---|
&filename= | Sets the Sertifi file name |
&1stsigner= | Sets the first level signer. You can use an email field or Contact ID to set the signer. |
&2ndsigner= | Sets the second level signer. You can use an email field or Contact ID to set the signer. |
&3rdsigner= | Sets the third level signer. You can use an email field or Contact ID to set the signer. |
&4thsigner= | Sets the fourth level signer. You can use an email field or Contact ID to set the signer. |
&5thsigner= | Sets the fifth level signer. You can use an email field or Contact ID to set the signer. |
&CCsigner= | Adds a carbon copy. You can use an email field or Contact ID to set the CC recipient. |
&confirmationnumber= | Sets the confirmation number. |
&customsettings= | Sets which Sertifi application setting record to use. |
&ResourceGroup= | Sets the email group. Note: To enable email groups, contact Sertifi support. |
&salesforcefolder= | Sets the Salesforce document folder. Use the document folder ID, not the folder name. |
&fileexternalid1= through &fileexternalid10 | Sets External Ids 1 through 10. You can use these ids as a token to customize your email templates. Set the tokens as: {FileExternalID1} – {FileExternalID2} |
&redirecturl= | Sets a URL the signer is redirected to after signing a document. |
&attachmentID= | Attaches a signature document automatically. If attaching a file from your document library, the file name must include .pdf or .doc. You can pass multiple IDs to attach multiple signature documents by separating the IDs with a comma. |
&RefAttachmentID= | Attaches a reference document automatically. If attaching a file from your document library, the file name must include .pdf or .doc. You can pass multiple IDs to attach multiple signature documents by separating the IDs with a comma. |
&AttachFrom= | Sets which notes and attachments to display. Enter a comma separated list of record IDs for this parameter. |
&AutoAdvance=True | Enables the one-click process. Note: You must add at least one signer and either a payment or document for this parameter to work. |
&ReturnTo=SContract | Redirects the sender to the EContract record after sending, instead of redirecting them to the parent object. |
&ReturnTo=InPersonAuto | Redirects the sender to the in-person signing page after sending, instead of redirecting them to the parent object. |
&ExpireFolderOn= | Prefills the expiration date (either by date or DateTime rounded to the closest hour) in the wizard sending process. Note: You can't use this parameter with the one-click process. To format for DateTime, you mustuse the formula of yyyy-mm-dd hh:mm:ss. For example, &ExpireFolderOn={!YEAR( TODAY()}{!MONTH( TODAY() ) }{!DAY (TODAY() )}{!HOUR( TIMENOW()}:{!MINUTE( TIMENOW() )}:{!SECOND( TIMENOW() )} For date, you must follow the formula of &ExpireFolderOn= { !TODAY () + whole number} For example, if you want to auto expire a folder after 7 days, your formula would appear as &ExpireFolderOn={!TODAY()+7}. |
&paymentname= | Sets the Sertifi payment name. |
&paymentamount= | Sets the payment amount. |
&paymentDueDate= | Sets the payment due date. |
&ApplyOwnersSignature=true | Applies the sender's signature as soon as the request is sent. You must add the sender's email as a signer in the file, and select Show Apply Signature in the application settings. |
&EnableIDCheck=true | Creates the ability to manually select for your signer if you want to enable the ID check. Select this box, and then when the signer accesses the document, they must complete the ID check. |
&EnableIdCheckfor= | Gives you the ability to automatically assign a signer for the ID check. Using this parameter, the wizard shows your signer and ID check as preselected. |
&EventDate= | Sets the event date. This must follow the formula of &EventDate= { !TODAY () + whole number} For example, if the event occurs in 7 days, your formula would appear as &EventDate={!TODAY()+7}. |
&paymentoperation= | Sets the payment type for authorizations. To use for authorizations, enter &paymentoperation=authorize. This parameter also requires &paymentamount to be set to 0. |