Salesforce — How to Update Notification and Email Settings — Classic

Overview

Sertifi Classic sends automated email notifications to admins and guests at various points in the workflow — when a document is sent, signed, or expires. This article explains how to customize those settings.

Who can do this

Super Admins only.

How to access email settings

1. Log in to your Sertifi Classic portal.
2. Go to Administration > Account Settings > Email Settings.

What you can configure

• Invitation emails — the email sent to participants when a document is shared with them. You can customize the subject line, body text, and branding.
• Payment emails — notifications sent when a payment is submitted or completed.
• Other emails — reminders, expiration notices, and completion confirmations.
• Default reminders — how many days after sending a reminder is automatically sent to participants who have not yet completed the document.

Adding a Blind CC to all sends

To automatically copy an email address on every file sent from the portal:

1. Go to Administration > Account Settings > Account Settings.
2. Find the Blind CC field.
3. Enter the email address and click Save Changes.

This applies to every send from the portal — it cannot be set per-document.

Not receiving notification emails?

• Check your spam or junk folder for emails from [e-mail].
• Add [e-mail] to your contacts or safe sender list.
• If your organization's email server is blocking Sertifi emails, ask your IT team to whitelist Sertifi's sending IP addresses: 104.245.209.204, 149.72.191.76, 149.72.171.184.

Still need help?

Contact Sertifi Support at [e-mail] with your portal name and a description of which emails are not being received.