Customizing Your Settings

It's recommended to explore customizing your Nintex settings, as doing so will enable you to tailor the Sertifi workflow to your organization's exact needs.

The customization process is handled differently depending on your exact setup. By default, Sertifi enables key custom settings out-of-the-box with the app. If you want to further customize these settings, contact your Customer Success Manager for more details.

To add custom settings:

Enter Custom Settings in the Quick Find search bar from your Salesforce account.
Click Custom Settings.
Click Manage next to Sertifi Application Settings.
Click New to create a new custom setting, or click Edit to edit an existing custom setting.
Use the custom setting fields table to create any custom settings. You must select Conga Embedded Integration for the app to work. For more information, refer to the Custom Settings guide.
To finish, click Save.