Creating the Button — Classic

Creating the Button

To create a custom button:

1. Navigate to App Setup > Customize.

2. Expand the object where you want to add the Sertifi button.

3. Navigate to Buttons, Links, and Actions in the object.

4. Click New Button or Link.

5. Complete the following fields:

   • Label - enter Sertifi E-Sign

   • Name - enter Sertifi E-Sign

   • Display Type - select Detail Page Button

   • Behavior - select Display in existing window with sidebar

   • Text box - enter one of object and syntax options from the Object table.

6. Select the functions you want to automate by using the parameters provided in the Parameter table.

7. Click Check Syntax to make sure no errors are present in your code.

8. Save the button.

9. Add your button to your page layout. For more information, see Adding the Sertifi button.