Creating a custom Sertifi button

Custom buttons are required in Salesforce if you're sending from a custom object. The out-of-the-box Sertifi for Salesforce app comes with a Sertifi button to run off of your Opportunity object. If you want to send from a custom object, are setting up multiple properties, or are automating the sending process, you must create a custom Sertifi button to work with your app.

This article contains the following sections:

• Custom button in Salesforce Classic
• Custom button in Salesforce Lightning
• Object table
• Parameter table

See this related article:

• Custom button library

Custom button in Salesforce Classic

To create a custom button:

1. Navigate to Create > Objects.
2. Click on the name of the custom object.
3. Navigate to Buttons, Links, and Actions in the custom object.
4. Click New Button or Link.
5. Enter the following fields:
   • Label - enter Sertifi E-Sign
   • Name - enter Sertifi E-Sign.
   • Display Type - select Detail Page Button.
   • Behavior - select Display in existing window with sidebar
   • Text box - enter the following the object you want to automate. For more information, see Object table.
6. Select the functions you want to automate by using the parameters provided in the Parameter table. Your final string should appear similar to the following: /apex/Sertifi2_0__CreateSignatureRequest?oppID={!Opportunity.Id}

7. Save the button.
8. Add your button to your page layout. For more information, see Adding the Sertifi button.

Custom Button Salesforce Lightning

To create a custom button in Salesforce Lightning:

1. Navigate to the Object Manager Tab from Setup.
2. Search for the name of your custom object.
3. Click the name of your custom object.
4. Click Buttons, Links, and Actions.
5. Click New Button or Link. If you're installing Sertifi on a custom object, you need to create a lookup relationship first. For more information, see Creating a lookup relationship.
6. Enter the following details:
   • Label - Sertifi ESign
   • Name - Sertifi ESign
   • Display Type - select Detail Page Button.
   • Behavior - select Display in existing window with sidebar.
   • Text box - enter the object from the object table that you want to automate. For more information, see Object table.
7. Select the functions you want to automate and add the parameter to your custom button code. See the Parameter table for more information. Your code should appear similar to the following: /apex/Sertifi2_0__CreateSignatureRequest?oppID={!Opportunity.Id}&filename={!Opportunity.Name}

8. Click Save.
9. Add the button to your object page layout. For more information, see Adding the Sertifi button.

Object table

Copy and paste the syntax for the object you want to run Sertifi from into your custom button.

Object	Syntax
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=Record ID from the Insert Merge Field dropdown list

Parameter table

This table contains the available parameters you can use to automate functions in your custom button. After the equal sign for each parameter, enter the field from which you want to pull data from.

Parameter Code	Parameter Definition
&filename=	Sets the Sertifi file name
&1stsigner=	Sets the first level signer. You can use an email field or Contact ID to set the signer.
&2ndsigner=	Sets the second level signer. You can use an email field or Contact ID to set the signer.
&3rdsigner=	Sets the third level signer. You can use an email field or Contact ID to set the signer.
&4thsigner	Sets the fourth level signer. You can use an email field or Contact ID to set the signer.
&5thsigner=	Sets the fifth level signer. You can use an email field or Contact ID to set the signer.
&CCsigner=	Adds a carbon copy. You can use an email field or Contact ID to set the CC recipient.
&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. Use the document folder ID, not the folder name.
&fileexternalid1= to &fileexternalid10=	Sets External Ids 1 through 10. You can use these ids as a token to customize your email templates. Set the tokens as: {FileExternalID1} – {FileExternalID2}
&redirecturl=	Sets a URL the signer is redirected to after signing a document.
&attachmentID=	Attaches a signature document automatically. Document library file names must include .pdf or .doc. You can pass multiple IDs to attach multiple signature documents by separating the IDs with a comma. The ID can be of several types: Attachment, Document, ContentDocument, or ContentVersion. QuoteDocument can be used if Quotes are enabled in the Org.
&RefAttachmentID=	Attaches a reference document automatically. Document library file names must include .pdf or .doc. You can pass multiple IDs to attach multiple signature documents by separating the IDs with a comma. The ID can be of several types: Attachment, Document, ContentDocument, or ContentVersion. QuoteDocument can be used if Quotes are enabled in the Org.
&AttachFrom=	Sets which notes and attachments to display. Enter a comma separated list of record IDs for this parameter.
&AutoAdvance=True	Enables the one-click process. You must add at least one signer and either a payment or document for this parameter 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=	Prefills the expiration date (either by date or DateTime rounded to the closest hour) in the wizard sending process. You can't use this parameter with the one-click process. To format for DateTime you must follow the formula of yyyy-mm-dd hh:mm:ss. For example, &ExpireFolderOn={!YEAR( TODAY()}{!MONTH( TODAY() ) }{!DAY (TODAY() )}{!HOUR( TIMENOW()}:{!MINUTE( TIMENOW() )}:{!SECOND( TIMENOW() )} For date, you must follow the formula of &ExpireFolderOn= { !TODAY () + whole number} For example, if you want to auto expire a folder after 7 days, your formula would appear as &ExpireFolderOn={!TODAY()+7}.
&paymentname=	Sets the Sertifi payment name.
&paymentamount=	Sets the payment amount.
&paymentDueDate=	Sets the payment due date.
&ApplyOwnersSignature=true	Applies the sender's signature as soon as the request is sent. You must add the sender's email as a signer in the file, and select Show Apply Signature in the application settings.
&EnableIDCheck=true	Creates the ability to manually select for your signer if you want to enable the ID check. Select this box, and then when the signer accesses the document, they must complete the ID check.
&EnableIdCheckfor=	Gives you the ability to automatically assign a signer for the ID check. Using this parameter, the wizard shows your signer and ID check as preselected.
&EventDate=	Sets the event date. This must follow the formula of &EventDate= { !TODAY () + whole number} For example, if the event occurs in 7 days, your formula would appear as &EventDate={!TODAY()+7}.
&paymentoperation=	Sets the payment type for authorizations. To use for authorizations, enter &paymentoperation=authorize. This parameter also requires &paymentamount to be set to 0.