Adding the Sertifi button to your Page Layout

This is the fourth step in completing your Sertifi for Salesforce 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. 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. adding the button

  1. Click and drag the Sertifi E-Sign button where you want the button to appear.

    2. sertifi button placement

  1. Navigate back to the top of the page, and then select Related Lists in the object layout card.

    2. sertifi related list

  1. Click and drag the Sertifi EContracts list where you want the list to appear.
  2. Click wrench icon.
  3. Select Created Date from the dropdown menu, and then click Descending.

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

  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 > Create > Objects.
  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.