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Sertifi Support Site

Nintex

This is a guide for enabling Nintex on your Sertifi app.

Downloading and Installing the Sertifi App

  1. Navigate to the App Exchange in Salesforce, and then enter Sertifi. You can also download the app directly from Sertifi’s listing on the app exchange, but ensure you’re logged into your Salesforce account before attempting to do so.

  2. Click Get It Now on the Sertifi for Salesforce app screen in the App Exchange. A popup window appears.

  3. Click Install in Production or Install in Sandbox depending on where you want to install the Sertifi app.

  4. Select that you agree to the Terms & Conditions in the Confirm Installation Details popup.

  5. Click Confirm and Install. You’ll then be taken to your Salesforce instance.

  6. Click Install for All Users, and then click Install. A popup appears.

  7. Select Yes, grant access to these third-party web sites, and then click Continue.

  8. Select Yes for 3rd party access, and then click Continue. Sertifi appears in your Installed Packages section.

    Note

    In the event the installation process takes a long time, don't worry - you'll receive an email when it's complete.

Creating Your Backend Sertifi Portal for Nintex

Your Sertifi for Nintex account comes with a custom backend portal. In this portal, you can access additional account settings to enhance your workflow. Once you complete the backend configuration, contact your Customer Success Manager so that you can view and manage these additional settings

To create your backend portal:

  1. Enter Installed Packages in the Quick Find search bar from your Salesforce account.

  2. Click Installed Packages in the results.

  3. Click Configure next to Sertifi E-Sign for Salesforce.com. A popup will open.

  4. Enter the following details in the Account Information section:

    • Account Title – enter your company name.

    • Account URL – enter your company name without spaces. This creates your custom portal URL. You'll use this URL to access your backend Sertifi portal.

    • Optional – Click Choose File to browse your machine and upload your company’s logo. The logo appears on your portal and is visible in your file sends, so all of your messaging is branded appropriately. You can also send your logo to your Customer Success Manager to update any time.

  5. Enter your Salesforce username and password in the Salesforce PUSH Details section.

  6. Optional – Click Sandbox if you’re installing the app in a sandbox environment.

  7. Copy and paste your API code in a separate window.

  8. Click Save, and then close the popup window.

Customizing Your Settings

It's recommended to explore customizing your Nintex settings, as doing so will enable you to tailor the Sertifi workflow to your organization's exact needs.

The customization process is handled differently depending on your exact setup. By default, Sertifi enables key custom settings out-of-the-box with the app. If you want to further customize these settings, contact your Customer Success Manager for more details.

To add custom settings:

  1. Enter Custom Settings in the Quick Find search bar from your Salesforce account.

  2. Click Custom Settings.

  3. Click Manage next to Sertifi Application Settings.

  4. Click New to create a new custom setting, or click Edit to edit an existing custom setting.

  5. Use the custom setting fields table to create any custom settings. You must select Conga Embedded Integration for the app to work. For more information, refer to the Custom Settings guide.

  6. To finish, click Save.

Configuring Sertifi for Nintex in Salesforce

This is the final step in completing your Sertifi for Nintex installation.

You must update the page layout, retrieve the Sertifi application custom setting, and update the Sertifi delivery option to send documents for signature and payment. Once you complete the following workflow, your installation is complete and you can start using Sertifi for Nintex.

Update the Page Layout for Sertifi Delivery options

To update the Page Layout for Sertifi Delivery Options:

  1. In Salesforce, navigate to to Setup > Create > Objects > Delivery Options.

  2. Scroll down to Page Layouts.

  3. Click Edit next to Sertifi Layout.

  4. Add the Template ID field anywhere on the page layout.

  5. Click Save to save the page layout.

Retrieve the Sertifi Application Custom Setting

To retrieve the Sertifi Application Custom Setting:

  1. Navigate, in Salesforce, to Setup > Custom Settings > Manage Sertifi Application Settings.

  2. Copy the name for the Custom Setting you need. In this example, SettingsDate.

  3. Navigate to the Nintex app.

  4. Click DocGen Packages.

  5. Select a recent doc gen package related to your sending object.

  6. Navigate to your Delivery Options.

  7. Click Edit to edit the Sertifi delivery option for your Document Package.

  8. Paste the Custom Setting name into the Template Id field.

  9. Add a value to the Display Order field. This number varies depending on how many other existing delivery options you configured.

  10. Click Save to save your delivery option.

  11. Navigate back to the record, and then click Generate Document.

  12. Select a contact and then click Run on the testing layout. After you click Run, a message appears.

  13. Click Send to Sertifi to send the document package, and then view the package in the Sertifi eContract Detail list.

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