Getting Started
New to Sertifi? Start here — product overview, portal setup, and basic navigation.
- Tracking file activity in Salesforce Lightning — Classic
- Tracking file activity in Salesforce Classic — Classic
- Tracking file activity — Classic
- How to Surcharge a Payment — Classic
- Surcharging — Classic
- Submitting an SFDC support ticket to Sertifi — Classic
- In Sertifi — Classic
- In Zuora — Classic
- (Zuora) Set Up Payments — Classic
- Enabling Real Time Updates — Classic
- Adding the Sertifi Button — Classic
- Creating a custom Sertifi button — Classic
- Configuring the Data Mapping Lightning component (Optional) — Classic
- Configuring Sertifi for CPQ — Classic
- Downloading and installing the Sertifi for CPQ extension package — Classic
- Creating a lookup relationship — Classic
- Adding the trusted Sertifi IP range — Classic
- Creating your backend Sertifi portal — Classic
- Enabling Real Time Updates in Salesforce Classic — Classic
- Adding the Sertifi button to your Page Layout — Classic
- Creating your backend portal — Classic
- Downloading and installing the Sertifi app for Salesforce Lightning — Classic
- Standard Installation Guide — Classic
- Custom object in setup Salesforce Lightning — Classic
- Custom object setup in Salesforce Classic — Classic
- Setting up Sertifi on a custom object — Classic
- Reviewing Document Status — Classic
- Sending Documents — Classic
- Sending Documents in Amadeus — Classic
- Search by FileID — Classic