e-Signatures in Amadeus Delphi Lightning
This training module covers the end-to-end process of sending a contract file through Sertifi e-Signatures via Amadeus Delphi in Salesforce Lightning.
Tip
While we recommend watching the complete tutorial video, you can use the video player bar to skip between sections. The topics/chapters are listed below.
Topics Covered
00:20 – Introduction
00:56 – Accessing Sertifi eSign in Delphi
01:32 – Creating a New Folder
02:36 – Adding Signers/Participants
04:26 – Uploading a Signature Document
06:41 – Previewing / Prefilling a Signature Document
10:36 – Uploading a Reference Document
13:20 – Adding a Payment or Authorization
11:22 – Sending the Agreement
11:41 – Details and Options on the EContract Record
15:42 – Signing the Agreement (Participant Experience)
19:14 – Post-Signing Details and Options
20:29 – Using Sertifi Data Tags to Automate Field Creation