Sertifi Support Site

Custom Settings

Each Sertifi integration offers a number of custom settings that can be used to extend the functionality of the integration. If you aren’t sure if you should customize a field or not, contact your Client Success Manager.

For a general list of custom settings, refer to the Main Custom Settings list. For integration-specific settings, refer to the integration's respective list.

Main Custom Setting List

Field

Required?

Description

Name

Yes

Enter Settings in this field. If you’re installing Sertifi on more than one object, use different names on subsequent setting records.

API Code

Yes

Enter your Sertifi API Code in this field.

AllowPrefill

Optional, but defaults to selected.

Select this field to enable senders to preview or prefill documents when sending. Deselect to prevent senders from editing documents before sending.

Alternate API URL

Optional

Enter or specify an alternate API endpoint for your integration in this field. This field is most commonly used to connect Sertifi to sandbox environments.

AppendFieldName

Optional

Add text to this field to append the added text to all of your folder names.

Attach Signed Certificate To EContract

Optional

Select this field to create a PDF certificate of the activity taken on a document.

Attach Signed Document to EContract

Optional

Select this field to create a copy of the signed document, and automatically attaches it to the Notes & Attachments section of the Sertifi record.

Attach Signed Document to Sending Object

Optional

Select this field to create a copy of the signed document, and automatically attaches it ro the Notes & Attachments section of the Sending object. Note that selecting this field takes up storage space.

CCs

Optional

Enter an email address in this field to add the email address as the default carbon copy for all Sertifi files.

Conga Embedded Integration

Optional

Select this field to enable the adding of attachments in Conga templates from the Sertifi Sending wizard.

Consolidated Sign All

Optional

Select this field to merge sent documents into one view for the signer. You must also enable this setting in your Sertifi backend portal.

CreateActivityUsesGmt

Optional

Select this field to enable the GMT time stamp in the activity log for your files.

Custom Fields (1-4)

Optional

Enter information for custom fields to collect data in the signature box on your documents. You can enter the name of the data you want to collect, like Title, to always have a field where the signer enters their title on the signature box. If you don’t need custom fields, leave the placeholder name in the field.

Unsigned Documents Expire After [Number of Days]

Optional

Enter a number in this field to set the expiration date for a particular number of days after the creation date of a document.

DefaultSignMethod

Required, but defaults to electronic.

Select an option in this field to determine the default sign type when you create requests. You can select:

  • Print, Sign, Fax – requires a physical signature and faxed document.

  • Electronically – requires an electronic signature on the document.

  • Either Electronically or Print, Sign, Fax – gives the signer the option.

Document Library Folder ID

Optional

Enter the name of the Salesforce folder that contains the library of documents you want to use for signature requests. If you enable this field, you must also enable ShowSFFolderSelect.

EmailMessage

Optional

Enter text to enable a default message that appears in the invite email and on the landing page for a document.

Email/Logo Groups

Optional

Enter a comma-separated list of group names that signers can select during the sending process. If you want to create email groups, contact Sertifi.

InviteSignerDefault

Optional, but defaults to selected.

Select this field to automatically invite the signer to a document once you click Send. Deselect this field to stop the automatic email.

LinkObjectType

Required

Enter the object name in this field where you want to run the Sertifi application from. If you’re running your Sertifi app on a custom object, enter the API name of the object.

Link Object Field

Optional, but required if you use a custom object to run Sertifi.

Enter the API name of the lookup field for the custom lookup field you create on the Sertifi EContract object to link it to your custom object.

Mask Emails From Client

Optional

Select this field to hide the signer’s email address on the signing page and signed documents.

MergeUploadedDocuments

Optional

Select this field to combine all uploaded documents in a folder into one document. If you want to enable this feature, contact Sertifi.

SFDataIntegration

Optional, but defaults to selected.

Select this field to enable data merging to and from signature documents.

ShowApplySignature

Optional

Select this field to display the option for the sender to automatically apply their signature to a document when sending. You must assign a sender as a signer for this field to work.

Show Confirmation Number

Optional

Enable when using Opera Deposit Push through Salesforce.

ShowEmailMessageField

Optional, but defaults to selected.

Select this field to show a personalized message to the signers. Deselect this field to hide the message.

Show Expiration Date

Optional, but defaults to selected.

Select this field to show the file expiration date when you send a request. Deselect this field to hide the expiration date of the file.

ShowHardDriveUpload

Optional, but defaults to selected.

Select this field to show the ability for the sender to upload documents from their hard drive. Deselect this field to hide this option.

ShowInviteSigner

Optional

Select this field to provide the sender to send the invite email when they click Send or at a later time.

ShowPasswordField

Optional

Select this field to provide the sender the ability to set a password for access to the file.

ShowPaymentOption

Optional

Select this field to enable the payment request interface. If you want to enable this field, contact Sertifi to enable payments for your account.

ShowPaymentVerificationOption

Optional

Select this field to enable the authorization only payment option.

ShowRelatedObjectSelect

Optional, but defaults to selected.

Select this field to show the ability for the sender to upload documents from the Notes & Attachments section of the sending record when creating a request. Deselect this field to hide the option.

ShowSFFolderSelect

Optional

Select this field to enable the ability for the sender to upload documents from the Salesforce folder you specify in the Document Folder Library ID field.

Enable Non-Contact Signer

Optional

Select this field to add participants by their email address without creating contact records first.

Enable Contact Signer

Optional, but defaults to selected.

Select this field to turn on the contact lookup option for adding participants to requests. Deselect to turn off this option.

Show Allowed Pay Methods

Optional

Select this field to allow the sender to select what payments will be accepted for a particular file.

Show Automatic Rules

Optional

Select this field to display the option to enable automatic payment rules as set up in your Sertifi portal.

Show Event Date

Optional

Select this field to import the event date on a file.

Show Language Selection

Optional

Select this field to enable senders to select an alternate language for the signing process. If you want to enable this field, contact Sertifi to enable language options for your account.

Show Signing Methods

Optional

Select this field to give senders the option to change the default sign type you select in the Default Sign Method field.

Signing Level Names

Required

Enter text to assign labels for the different signer levels your company uses. By default, this field is populated with:

  • 1st Signer - 1

  • 2nd Signer - 2

  • Carbon Copy - 0

To use other labels, simply update the text in this field. You can also enter up to 10 signer levels by entering each level of signer after the signer name.

UpdateMethodName

Optional

Enter text here only if you’re using a custom integration that needs to connect to Sertifi updates to trigger custom code. Enter the name of your Apex Class in this field.

UseChatter

Optional

Select this field to push Sertifi activities into Salesforce Chatter.

Use Files/Content

Optional

Select this field to enable the ability to attach documents from the Salesforce Files object. Use the custom button parameter &attachmentID. This also uploads the signed document as a File instead of an Attachment object.

1stSigners

Optional

Enter an email address in this field to add a default 1st level signer for all Sertifi files.

2ndSigners

Optional

Enter an email address in this field to add a default 2nd level signer for all Sertifi files.