Creating or updating a custom Sertifi button - Conga

This is the fifth step in completing your Sertifi for Conga installation.

To add Sertifi to your Conga button:

1. Locate the Conga button on your Page Layout. This is typically found on the Conga or Generate Contract layout.
2. Click Buttons, Links, and Actions.
3. Add the following parameters to your Conga button:

   &SertifiVisible=1

   &SertifiSigner1Id= { ! Opportunity.Contact_NameId__c }

   &SertifiFileName= { !Opportunity.Name }

4. (Optional) Remove any syntax in the button used for a previous esignature solution.
5. (Optional) Automate functionality in your Conga button. For more information, see Sertifi Integration Parameters.

Now you can move on to adding the button to your Page Layout. If your Conga button is already where you want it, you can move on to Enabling Real Time Updates.