Creating your backend portal — Classic

Creating your backend portal

To create your backend portal:

1. Enter Installed Packages in the Quick Find search bar from your Salesforce account.

2. Click Installed Packages in the results.

3. Click Configure next to Sertifi ESign for Salesforce.com. A popup opens.

4. Enter the following details in the Account Information section:

   • Account Title – enter your company name.

   • Account URL – enter your company name without spaces. This will create your custom portal URL. You'll use this URL to access your backend Sertifi portal.

   • Optional - Click Choose File to browse your machine and upload your company’s logo. The logo appears on your portal and is visible in your file sends, so all of your messaging is branded appropriately. You can also send your logo to your Customer Success Manager to update it at any time.

5. Enter your Salesforce username and password in the Salesforce PUSH Details section.

6. Optional – Click Sandbox if you’re installing the app in a sandbox environment.

7. Click Save.

8. Copy and paste your API code in a separate window. You'll need to use this code later in the setup process.

Your Sertifi Backend portal is now set up. Contact your Sertifi CSM to provide you Super Admin user access.