Sertifi Integration Parameters

Description

Sertifi delivers Conga Composer documents via email, much like Salesforce itself, but adds the ability to acquire, track and file signatures. You can learn more about Sertifi for Salesforce here: http://www.sertifi.com/

Sertifi is available separately on the AppExchange. You must subscribe to that service to use this integration parameter.

Parameters

• SertifiCCSignerEmail specifies the email address for a CC signer.
• SertifiCustomSettings creates a Sertifi operation from custom objects or quotes.
• SertifiEmailTo specifies a recipient's email address.
• SertifiFileName specifies the folder name on the Sertifi EContract.
• SertifiPaymentAmount specifies the payment amount on the Sertifi EContract.
• SertifiPaymentName specifies the Payment Name on the Sertifi EContract.
• SertifiPaymentType specifies the payment type on a Sertifi EContract.
• SertifiSigner1Email specifies the email address of the first recipient/signer of a Sertifi email.
• SertifiSigner1ID specifies the Contact ID of the first recipient/signer of a Sertifi email.
• SertifiVisible changes the Composer Action picklist to Sertifi.