Parameter Table

Copy and paste the following parameters to customize the functions you want to automate with your Sertifi custom button.

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.
&confirmationnumber=	Sets the confirmation number.
&customsettings=	Sets which Sertifi application setting record to use.
&ResourceGroup=	Sets the email group. Note: To enable email groups, contact Sertifi support.
&salesforcefolder=	Sets the Salesforce document folder. Use the document folder ID, not the folder name.
&fileexternalid1= through &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. If attaching a file from your document library, the file name must include .pdf or .doc. You can pass multiple IDs to attach multiple signature documents by separating the IDs with a comma.
&RefAttachmentID=	Attaches a reference document automatically. If attaching a file from your document library, the file name must include .pdf or .doc. You can pass multiple IDs to attach multiple signature documents by separating the IDs with a comma.
&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. Note: You must add at least one signer and either a payment or document for this parameter to work.
&ReturnTo=SContract	Redirects the sender to the EContract record after sending, instead of redirecting them to the parent object.
&ReturnTo=InPersonAuto	Redirects the sender to the in-person signing page after sending, instead of redirecting them to the parent object.
&ExpireFolderOn=	Prefills the expiration date (either by date or DateTime rounded to the closest hour) in the wizard sending process. Note: You can't use this parameter with the one-click process. To format for DateTime, you mustuse 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.