Custom button library

There are a few different custom buttons you can create in Salesforce to automate different functions of the Sertifi sending process. The most common custom buttons to simplify your Sertifi for Salesforce workflow include:

• Automatically attaching a file name to your button.
• Automatically attaching a File Name and First Signer to your button.
• Automatically attaching a File Name, First Signer, and a Signature document to your button.
• Creating a one-click or "background mode" button that skips the sending wizard page and immediately sends your file in one-click.
• Creating the ability to accept in-person signatures for staff in the field collecting signatures on a mobile device.
• Creating the ability to capture in-person signature using one-click.

For more advanced buttons, see Advanced button library.

To incorporate these buttons, complete the Creating a custom Sertifi button workflow until step 6, and then update the text for the button with the appropriate syntax for each scenario. You can find the syntax for each button scenario in this article.

Attaching a file name

Copy and paste the following syntax into the text box for your custom button: 

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

You must click Insert Merge Field to select the field you want to point to on your object's record page in Salesforce.

Attaching a File Name and First Signer

Copy and paste the following syntax into the text box for your custom button:

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

Attaching a File Name, First Signer, and Signature Document

Copy and paste the following syntax into the text box for your custom button. Make sure you create a Salesforce folder to store your document before implementing this custom button:

/apex/Sertifi2_0__CreateSignatureRequest?oppID= { !Opportunity.ID} &filename= {Opportunity.Name} &1stsigner= { !Contact.Id} &attachmentID=The ID of your document

Creating one-click or background mode

Copy and paste the following syntax into the text box for your custom button to skip the sending wizard page in Salesforce and immediately send your files with one-click:

/apex/Sertifi2_0__CreateSignatureRequest?oppID= { !Opportunity.ID} &filename= {Opportunity.Name} &1stsigner= { !Contact.Id} &attachmentID=The ID of your document&AutoAdvance=True

Creating in-person signatures

Copy and paste the following syntax into the text box for your custom button to create the ability to collect in-person signatures on mobile devices:

/apex/Sertifi2_0__CreateSignatureRequest?oppID= { !Opportunity.ID} &filename= {Opportunity.Name} &1stsigner= { !Contact.Id} &attachmentID=The ID of your document&ReturnTo=InPersonAuto

Creating in-person signatures with one-click

Copy and paste the following syntax into the text box for your custom button to create the ability to collect in-person signatures with one-click:

/apex/Sertifi2_0__CreateSignatureRequest?oppID= { !Opportunity.ID} &filename= {Opportunity.Name} &1stsigner= { !Contact.Id} &attachmentID=The ID of your document&ReturnTo=InPersonAuto&AutoAdvance=True