Adding the Sertifi button to your Page Layout - Salesforce Lightning

This is the fourth step in completing your Sertifi for Salesforce Lightning installation.

After you setup your custom settings for your Sertifi app, you must add the newly created Sertifi E-Sign button to the Page Layout of the object you setup Sertifi on. 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. Select the Object Manager Tab next to the Home tab in your Salesforce portal.
  2. Click the name of the object you setup Sertifi on. For example, Opportunity.
  3. Click Page Layouts in the left-hand navigation bar.

    4. page layouts

  1. Click Opportunity Layout.

    2. opportunity layout

  1. Click Mobile & Lightning Actions in left-hand list in the Opportunity Layout builder.

    2. buttons list in layout builder

  1. Click and drag the Sertifi E-Sign button under the Salesforce Mobile & Lightning Experience Actions header.
  2. (Optional) You can also add the Sertifi button to your Salesforce Classic layout. To do this:
    1. Select Buttons from the object layout card.
    2. 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. related list layout lightning

  1. Click and drag the Sertifi EContracts list where you want the list to appear.
  2. Click wrench icon.
  3. Add or remove Selected Fields using the Add and Remove arrows. These fields will appear in your related list on the object layout.
  4. Select Created Date from the dropdown menu, and then click Descending.

    5. related list properties

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

  1. Click OK.
  2. Click Save to save your page layout.
  3. Click Yes in the Overwrite Users' Related List Customizations? popup.

(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 Step

Now, you can move forward in enabling Real Time Updates. For more information, see Enabling Real Time Updates.