Adding the Sertifi Button

After you create your custom settings for your Sertifi app and you create your custom button, you must add the newly created Sertifi E-Sign button to the Page Layout of the object for which you configured Sertifi. If you don't add this button to your page layout, no one will be able to use Sertifi to send documents.

Note

If you set up Sertifi on a custom object, the Sertifi Related List will already be present on the page layout.

To add the Sertifi button:

Enter Page Layouts into the Quick Find search bar from your Salesforce account.
Click Page Layouts under the object name where you installed your Sertifi app.
Click Edit next to the object name.
Select Buttons in the object layout card.
Click and drag the Sertifi E-Sign button where you want the button to appear.
Navigate back to the top of the page, and then select Related Lists in the object layout card.
Click and drag the Sertifi EContracts list where you want the list to appear.
Click the wrench icon
Add and/or remove any fields you want to appear on the Sertifi E-Sign related list.
Select File Name from the dropdown menu, and then click Descending.
Click + in the Buttons section.
Deselect New and Change Owner.