Retrieve the Sertifi Application Custom Setting — Classic

Retrieve the Sertifi Application Custom Setting

To retrieve the Sertifi Application Custom Setting:

1. Navigate, in Salesforce, to Setup > Custom Settings > Manage Sertifi Application Settings.

2. Copy the name for the Custom Setting you need. In this example, SettingsDate.

3. Navigate to the Nintex app.

4. Click DocGen Packages.

5. Select a recent doc gen package related to your sending object.

6. Navigate to your Delivery Options.

7. Click Edit to edit the Sertifi delivery option for your Document Package.

8. Paste the Custom Setting name into the Template Id field.

9. Add a value to the Display Order field. This number varies depending on how many other existing delivery options you configured.

10. Click Save to save your delivery option.

11. Navigate back to the record, and then click Generate Document.

12. Select a contact and then click Run on the testing layout. After you click Run, a message appears.

13. Click Send to Sertifi to send the document package, and then view the package in the Sertifi eContract Detail list.