Salesforce — Sending Documents in Salesforce Classic

Overview

You can send Sertifi documents for signature or payment directly from Salesforce Classic using the Sertifi E-Sign button. This article explains how to send, what each step does, and common issues to check if something is not working.

Before you start

• Confirm the Sertifi E-Sign button is visible on your record. If it is not, see: Salesforce — Sertifi Button Not Appearing.
• Confirm Real Time Updates is connected so your Salesforce records update when documents are signed. See: How to Set Up Real Time Updates.

How to send a document

1. Open the Salesforce record (Booking, Opportunity, or Account) you want to send from.
2. Click the Sertifi E-Sign button.
3. The Sertifi sending window will open. Add participants by searching your contact list or typing an email address directly.
4. Upload your document or select one from your document library.
5. Add any payment requests if needed.
6. Review the send details and click Send Now.

The participant will receive an email invitation to review and sign the document.

Checking document status

1. Open the Salesforce record the document was sent from.
2. Look for the Sertifi section — it will show the current status of each document (Sent, Opened, Signed, Expired).
3. You can also log in to your Sertifi Classic portal and go to Home > View All Files to see the full list.

Common issues

• Can only add email from contact list — see: Salesforce — Can Only Add Email from Contact List
• Document not appearing in Sertifi after sending — check Real Time Updates is connected
• "Can't find settings" error — see: Salesforce Integration — Common Errors
• File too large to upload — Salesforce has a 6MB limit for single real-time operations. Reduce your file size before sending.

Still need help?

Contact Sertifi Support at [e-mail] with your portal name and Salesforce Org ID.