Adding the Sertifi button - Conga

After you create your Sertifi button for Conga, you must add it to the Page Layout of the object you want to run Sertifi from. If you don't add this button to your page layout, no one can use Sertifi to send documents.

If you set up Sertifi on a custom object, the Sertifi Related List already appears on the page layout.

To add the Sertifi button:

  1. Enter Page Layouts into the Quick Find search bar from your Salesforce account.
  2. Click Page Layouts under the object name where you installed your Sertifi app.
  3. Click Edit next to the object name.
  4. Select Buttons in the object layout card.
  5. Click and drag the Sertifi E-Sign button where you want the button to appear.
  1. Navigate back to the top of the page, and then select Related Lists in the object layout card.
  2. Click and drag the Sertifi EContracts list where you want the list to appear.
  3. Click wrench icon
  4. Add and/or remove any fields you want to appear on the Sertifi E-Sign related list.
  5. Select File Name from the dropdown menu, and then click Descending.

    6. related list

  1. Click + in the Buttons section.
  2. Deselect New and Change Owner.

    3. .deselect new

  1. Click OK.

(Optional) Customizing your EContract layout

Sertifi recommends customizing your layout so you see your most recent activity first.

  1. Navigate to Setup > Object Manager.
  2. Search for Sertifi EContract in the list of Objects.
  3. Scroll down to Page Layouts.
  4. Click Edit next to the Sertifi Layout.
  5. Scroll down to the EContract Activities related list.
  6. Click wrench icon.
  7. Select ActivityTime from the Sort By dropdown menu.
  8. Click Descending.
  9. Click + to expand the Buttons section.
  10. Deselect New and Change Owner.
  11. Click Ok.
  12. Click Save.

Next Steps

Now, you can move on to customizing your backend portal. For more information, see Customizing your settings.