Enhanced security and functionality
A new feature in Sertifi Package 2024.7.22 simplifies user access management by consolidating access into a single Permission Set. Instead of granting individual access to each part of Sertifi, you will now assign users to the 'Sertifi E-Sign for Salesforce' Permission Set. Ensure this configuration is completed immediately after installing the new package.
Refer to SalesForce documentation on managing Permission Set assignments.
For customers using the Sertifi for Delphi package, the 2024.7.22 update will also enable the new import transaction feature for customers using ePayments. With this new feature, your team can save time and reduce errors by seamlessly importing payments from the transaction booking object to Sertifi with just a few clicks. This means no more manual data entry or potential mistakes from re-entering payment information.
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