sertifi for salesforce.com installation guide 2017 · sertifi for salesforce.com installation guide...

Sertifi for Salesforce.com Installation Guide 2017

Step by Step Installation Guide

1. Access the Sertifi listing on the Salesforce AppExchange.

https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016YGfEAM

2. Click on the Get It Now button.

3. If asked, log into the AppExchange, then select where you will install Sertifi.

https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016YGfEAM


4. Check that you have read and agree to the terms and conditions, then Confirm and Install.

5. Select who should have access to the Sertifi Application (we recommend granting access to all users, if

you want to limit access to Sertifi it is easier to do so in user profiles) and click Install.


6. Check Yes and then Continue.

*Sertifi is now installed; follow the remaining steps to complete set up in Salesforce.com

7. In the Salesforce setup menu, select Installed Packages.


8. Click on configure next to Sertifi E-Sign for Salesforce.com.

9. Create your Sertifi portal and save.

• Account Title – Your Company Name

• Account url – Your company name without spaces

• Logo Image – Upload your company logo

• Salesforce Login – Enter the username you use to log in to Salesforce

• Salesforce Password – Enter the password you use to log in to Salesforce

10. Note your API code, it will be used in an upcoming step.


11. On the left side of the page choose Develop -> Custom Settings, then in the Action column choose

“Manage.”

12. Choose New.


13. Follow the below instructions to complete the new setting, then save.

• Enter “Settings” in the name field. If you are installing Sertifi on more than one object you will need to

use different names on subsequent setting records. See Appendix B for how to link a custom button to

other setting names

• Enter the API Code that was provided in step 11

• Choose the Salesforce object from which you will run the Sertifi application and enter one of the below

options in the LinkObjectType Field.

• Account

• Case

• Contact

• Contract

• Lead

• Opportunity

• For a custom object, enter the API name of your object

• If running Sertifi on a custom object, enter the field name created in Appendix C in The Link Object

field, otherwise leave this field blank.


• Configure the remaining settings as desired using the table below.

Name • Enter “Settings” in the name field. If you are installing Sertifi

on more than one object you will need to use different

names on subsequent setting records. See Appendix B for

how to link a custom button to other setting names

APICode • Enter the API Code that was provided in step 11

AllowPrefill Uncheck to prevent your senders from editing documents

before sending

Alternate API Url • Enter an alternate API endpoint for your integration. This is

most commonly used to connect to Sertifi sandbox

environments

AppendFileName • Adds the entered text to all folder names

Attach Signed Certificate To

EContract

• Check to have a PDF version of the activity log automatically

attached to the notes & attachments section of the Sertifi

record

Attach Signed Document To

EContract

Check to have a copy of the signed document automatically

attached to the notes & attachments section of the Sertifi

record

Attach Signed Document To

Sending Object

• Check to have a copy of the signed document automatically

attached to the notes & attachments section of the sending

object

CCs Enter an email address that will be added as a default

carbon copy for all Sertifi files

Consolidated Sign All Check this to enable consolidated signing for all files.

Contact Sertifi support to have consolidated signing

enabled for your account.

CreateActivityUsesGmt Check to use GMT in the time stamp in the activity log

Custom Fields • Optional additional fields used to collect data in the

signature box. Enter the name of the data you want to

collect, for example enter “Title” if you wish to always have a

field for the signer to enter their title on the signature box.

If you do not need any additional information collected

leave the fields filled with “placeholder”

Unsigned Documents Expire

After (Days)

Sets the file expiration date a certain number of days after

the creation date

Default Sign Method • Choose which of options to set as the default sign type

when creating requests

• Print,Sign,Fax – fax

• Electronically – elec

• Either Electronically or Print sign and Fax – both


Document Library Folder Id Enter the name of the Salesforce folder that contains the

library of documents you will use for signature requests

(see appendix F)

EmailMessage Set a default message for the “Email Message” field, this

message appears in the invite email and on the landing

page

Email/Logo Groups Enter a comma separated list of group names that signers

can select during the sending process. Contact Sertifi

support to have email groups created for your account.

InviteSignerDefault Uncheck to stop the automatic email from sending to first

signers as soon as the send button is used

LinkObjectType Enter the object name from which you will run the Sertifi

application. If you are running on a custom object enter the

API name of that object.

LinkObjectField Only needed when running on a custom object, enter the

API name of the field created in Appendix C

Mask Emails From Client Check to hide the signers email address on the signing page

& signed documents

SFDataIntegration Check to enable data merging to and from signature

documents. For more information on setting up documents

for data integration see Appendix D

ShowApplySignature Check to display the option for the sender to automatically

apply their signature to a document when sending. The

sender must be added as a signer for this to work

ShowEmailMessageField Uncheck to hide the message field used to personalize a

message to the signers

Show Expiration Date Uncheck to hide the date field used to set a file expiration

date when creating a request

ShowHardDriveUpload Uncheck to hide the ability for the sender to upload

documents from their hard drive when creating a request

ShowInviteSigner Check to provide the sender with the option to send the

invite email when they click the send button or at a later

time

ShowPasswordField Check to provide the sender the ability to set a password to

the file

ShowPaymentOption Check to enable the payment request interface. Contact

Sertifi support to have payments enabled for your account

ShowPaymentVerficationOption Check to enable authorization only payment option

ShowQuoteDocumentSelect Check if you want to add documents created by the native

Salesforce quote application and saved in the quote

documents related list


ShowRelatedObjectSelect Uncheck to hide the ability for the sender to upload

documents from the Notes and Attachments of the sending

record when creating a request

ShowSFFolderSelect Check to enable the ability for the sender to upload

documents from the salesforce folder set in the above

setting “Document Folder Library Id”

Enable Non-Contact Signer Check to enable the ability to add participants by email

address without first creating contact records

Enable Contact Signer Uncheck to turn off the contact lookup option for adding

participants to requests

Show Language Selection Check to provide the sender the ability to select an alternate

language for the signing process. Contact Sertifi support to

have language options enabled for your account

Show Signing Methods Check to give senders the option to change the default sign

type selected in the above setting “Default Sign Method”

Signing Level Names • This assigns labels for the different signer levels your

organization uses, the default values are already provided

for you, “1st Signer-1/2nd Signer-2/Carbon Copy-0”. If you

prefer to name them something other than 1st Signer, 2nd

signer, & Carbon Copy simply replace those with the label of

your choice. You can add up to 10 signer levels by entering

the level number after the label name.

UpdateMethodName This is only used for custom integration needing to connect

to Sertifi updates to trigger custom code. To use enter the

name of your Apex Class

UseChatter Check to push Sertifi activities into Salesforce Chatter. To

complete set up see Appendix E

MergeUploadedDocuments Check to use the Sertifi Merge Document setting. This

setting combines all uploaded documents in a file into one

document. Contact Sertifi support to have merge enabled

for your account

1stSigners • Enter an email address that will be added as a default 1st

level signer for all Sertifi files

2ndSigners Enter an email address that will be added as a default 2nd

level signer for all Sertifi files

* If you are installing Sertifi for Salesforce.com on a custom object, please see Appendices B and

C before continuing with step 15.


* Reference Appendix B to create an alternate button for your standard objects if you want to

automate some or all of the sending process.

14. In the column on the left side of the page, choose Customize. Then select the object in which you chose

to install Sertifi. Next choose Page Layouts. On the resulting page click Edit next to Layout you will use

with Sertifi.

15. Choose Buttons and then drag the Sertifi E-Sign button to the Custom Buttons section.


16. Next choose Related Lists. Drag Sertifi EContracts to your chosen place in the list below. Note: If you

are running from a custom object the list may have been added when you created it.

17. After adding Sertifi EContracts to the layout, click on the Related list properties (the wrench icon).

18. Change the Sort By to Created Date and the order to Descending, then expand the Buttons bar.


19. Deselect New and choose OK.

20. Save the page layout.

21. Choose Yes.


22. On the left side of the page under Administration Setup expand Security Controls, then select Network

Access. On the resulting page choose New.

23. Enter the IP range: Start range 204.93.207.36 --- End range 204.93.207.46. Choose Save.

Sertifi is now installed in Salesforce.com. Complete the remaining steps to enable real-time

updates for your integration.

*If you do not already have it, you will need to request super admin

access to your Sertifi portal. Please email your dedicated Customer

Success Manager or [email protected] to request this access

24. Log in to your Sertifi portal and access the account settings on the administration tab, then select Real

Time Updates.

mailto:[email protected]


25. Change the Update type to “Salesforce Oauth2,” enter a failure notification email, select your salesforce

instance type, and click Connect.

26. Enter your Salesforce login credentials, then click “Allow” to connect. You have now linked Sertifi to

Salesforce via our Connected App.


Appendix A: Adding the Sertifi tab to your Salesforce.com page

1. Choose the “+” sign at the end of your tab list.

2. Choose Customize My Tabs.

3. Find “Sertifi EContracts” in the Available Tabs list, highlight it and click the “Add” button, then save.


Appendix B: Creating a custom Sertifi button

Custom Sertifi buttons are needed when sending from a custom object and can also be used on

standard objects to automate the sending process.

1. On the left side of the page choose Customize. Then expand the object where you want to add the

sertifi button, and select Buttons, Links, and Actions. On the next page choose “New Button or Link.”

If installing on a custom object you can find the Buttons, Links, and Actions section under Create-

>Objects->Select your custom object.


2. Enter the following information to create the custom Send EContract button:

• Enter “Sertifi E-Sign” in label

• Enter “Sertifi E-Sign” in Name

• For display type choose “Detail Page Button”

• For Behavior choose “Display in existing window with sidebar”

• In the text box in the bottom enter one of the following options

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=Custom object ID field from

Insert Merge Field drop down list


3. Now choose what you want to automate when sending signature requests using the parameters

available below. After the equal sign select the field from which to pull the data.

&filename= Sets the Sertifi file name

&1stsigner= Sets the first level signer Can be an email field or Contact

ID

&2ndsigner= Sets the second level signer Can be an email field or Contact

ID

&3rdsigner= Sets the third level signer Can be an email field or Contact

ID

&4thsigner= Sets the fourth level signer Can be an email field or Contact

ID

&5thsigner= Sets the fifth level signer Can be an email field or Contact

ID

&CCsigner= Adds a carbon copy Can be an email field or Contact

ID

&customsettings= Sets which Sertifi application

setting record to use

&ResourceGroup= Sets the email group Contact Sertifi support to enable

email groups

&salesforcefolder= Sets the salesforce document

folder

&fileexternalid1=

-

&fileexternalid10=

Sets External Ids 1 through 10 Can be used as a tokens to

customize email templates. Set

tokens as {FileExternalID1} –

{FileExternalID2}

&redirecturl= Sets a url the signer is

redirected to after signing

&attachmentID= Auto attaches a signature

document

Document library file names

must include .pdf or .doc

&RefAttachmentID= Auto attaches a reference

document

Document library file names

must include .pdf or .doc

&AttachFrom= Sets which notes and

attachments to display

Enter a comma separated list of

record IDs

&AutoAdvance=True Enables one-click process At least one signer and either a

payment or document must be

added for this to work

&ReturnTo=SContract Takes sender to EContract

record after sending instead of

the parent object

&ReturnTo=InPersonAuto Takes sender to the in-person

signing page after sending

instead of the parent object


&ExpireFolderOn= Sets the expiration date for the

file

&paymentname= Sets the Sertifi payment name

&paymentamount= Sets the payment amount

&paymenttype= Sets whether the payment is

OneTime or Recurring

Not all gateways support

recurring payments

&paymentDueDate= Sets the payment due date

&ApplyOwnersSignature=true Auto applies the senders

signature as soon as the

request is sent

The sender’s email must be

added as a signer in the file and

Show Apply Signature must be

checked in the application

settings

Zuora Parameters

&ZuoraQuoteId= Passes in the Zuora quote ID This is required to populate the

electronic payment ID

&ZuoraAccountId= Passes in the existing account

Id

4. When you are done the final string may look something like this:

/apex/Sertifi2_0__CreateSignatureRequest?oppID={!Opportunity.Id}&filename={!Opportunity.Name}&1

stsigner={!Opportunity.Opportunity_Email__c}&2ndsigner={!Opportunity.OwnerEmail}&CCsigner=man

[email protected]

5. Save the new button.

6. You can now return to step 12 of the main instructions to add this button to your page layout or

continue to Appendix C to create a related list for custom objects.


Appendix C: Creating a Related List for Non-Standard or Custom Objects

1. Choose Set Up, Create, Objects, Sertifi EContract.

2. Scroll to Custom Fields & Relationships and choose New.

3. Choose Lookup Relationship, click Next.


4. Select your custom object in the ‘Related To’ drop down menu, click Next.

5. Now choose next on steps 3-5 and save on step 6 without making any changes.

6. Find the API name of the custom relationship that was just created and add the name to the Link

Object Field in the Sertifi application settings referenced in step 14 of the main installation instructions.


Appendix D: Sertifi Data Integration

This section will help you set up fillable PDF documents so they can pull data from Salesforce into your

signature documents and push data from signed documents back into salesforce.

1. Contact [email protected] and let them know you wish to use Data Integration in Salesforce.

2. Make sure SFDataIntegration is checked in the Sertifi application settings, for more information see

step 14 in the installation guide.

3. Find the field names for the data you want to use in Salesforce. Go to Setup -> Customize ->

Opportunities (or the object you are using) -> Fields. For standard fields you will use the Field name

column, for Custom Fields use the API name column. These names will be needed for naming the

fields in your PDF.



4. Create a fillable PDF and follow the below naming convention for the fields that you want to edit. If

you need help with editing a PDF reference the Sertifi Intelligent Tag documentation or contact Sertifi

Support at [email protected].

Determine which prefix to use:

a. For Pulling data from Salesforce into your signature document the field name will always start with

SFPULL_

b. For pushing data from your signed documents back into Salesforce the field name will always start

with SFPUSH_

c. To both pull and push data start the field name with SFPULLPUSH_

After the prefix add the object name you are sending from followed by the field name, separated by a

period. If you are running from Opportunities and want to prefill the Opportunity name in your

signature document the field name would be SFPULL_Opportunity.Name.

5. You can also push & pull data from a related object. The object must be related to your main object by

a lookup field. The format for these fields is:

PREFIX_ObjectName.LookupFieldName__r.FieldName. The __r at the end of the related field name tells

us it is used as a reference, if your lookup field is a custom field replace the __c with __r. If you are

Prefilling the Phone field stored in a related account, and the field name related to the Account is

“Test__C” you would use SFPULL_Opportunity.Test__r.Phone



Appendix E: Chatter

This section will help you add Sertifi events to your Salesforce Chatter feed. Sertifi will push Signed

document & Deal.Stream events into the related objects Chatter feed.

1. Make sure Use Chatter is checked in the Sertifi application settings, for more information see step 10 in

the installation guide.

2. Go to Setup -> Customize -> Chatter -> Feed Tracking -> Select the object in which you have installed

the Sertifi Application. Check Enable Feed Tracking and save.

3. Sertifi events will now display in your Salesforce Chatter feed.


Appendix F: Creating a Document Folder

This section will help you create a folder in Salesforce for storing Sertifi document tempaltes.

1. Open the documents object. This is commonly accessed by clicking the + sign on the right side of

your tab list.

2. Click Create New Folder


3. Add the name you used in step 13 for the Document Library Folder ID and save.

4. Make sure the correct folder is selected and use the New Document button to add documents to

your library.


5. Include the document extension in the document name (.pdf, .doc, etc.). Upload the file and save.

6. If you would like to auto-attach this document as part of your button parameters copy the ID from

the salesforce url and refer to step 3 of appendix B.