Sertifi

This feature is not yet supported in the Lightning Experience DocGen Designer.

Send DocGen Package output to recipients for electronic signature with Sertifi. You can add a Sertifi Delivery Option to the DocGen Package, then create a list of recipients. With the recipients in place, you can tag your templates for signatures. After you create the delivery, add your recipients and update and add a template to Salesforce, you are ready to run the DocGen Package.

Add a Sertifi Delivery option

You can add an Sertifi Delivery from the DocGen Package Wizard or the Delivery Options related list on a DocGen Package. The wizard offers access to common options for all deliveries, but you must finish configuration from the related list, where you can set up recipients.

To add an Sertifi Delivery from the DocGen Package Wizard

  1. In Nintex DocGen, and then click DocGen Packages.

  2. Select New.

  3. From Basics, enter required information in these fields:

    1. DocGen Package Name

    2. Type

    3. DocGen Package Starting Object

  4. From Delivery Options, in Type, select Sertifi.

  5. In Name, type a name (that the user running the DocGen Package will see) and then configure any remaining fields for standard options.

  6. On DocGen Package Templates, select or upload a template and click Save.

    You must add a recipient and tag your template to use the delivery. For more information, see "Add or edit recipients to an Sertifi Delivery" and Tag templates for Sertifi.

To add or edit a Sertifi delivery from the Delivery Options related list

  1. In Nintex DocGen, and then click DocGen Packages.

  2. Select a DocGen Package you want to add or edit a Sertifi Delivery option, and take one of the following actions on the Delivery Option related list.

    1. Click New Delivery Option, from Type of new record, select Sertifi and then click Continue.

    2. From an existing Sertifi Delivery, click Edit .

  3. In Name, type a name (that the user running the DocGen Package will see) and then configure any remaining fields for standard options.

  4. Click Save.

Add or edit recipients to a Sertifi Delivery

After you add a Sertifi Delivery, you must add recipients to sign the output documents. For example, if you needed a client and a representative from your company to sign a contract, then your delivery option would require two recipients.

  1. From a DocGen Package that has a Sertifi Delivery, on the Delivery Options related list, click Name for the delivery option.

  2. In Recipients, click New Recipient to add a recipient or click Edit to edit an existing recipient.

  3. Type - This field determines which type of recipient is being created.

  4. In Signing Order, type a number.

    Signing Order - The numbers entered here determine the order of your recipients if you have multiple recipients. For example, a value of three means that the recipient will be the third person to receive the document for signing.

  5. In Role Name, type a name.

    Role Name - Enter the role name for the recipient here. This will be visible to the Salesforce users on the run DocGen Package page

  6. Select Required.

    Required - Clear this checkbox to make a signature from this recipient optional for the user generating documents. If you select this checkbox, the user generating documents will have to send the documents to this signer for a signature.

  7. Clear or select Display Title.

    Display Title - Selecting this option will display the recipient's title on the run DocGen Package page.

  8. In Specified Signer, select an option to identify this signer.

  9. Click Save.

Tag templates for Sertifi

You must tag templates for Sertifi delivery. Sertifi tags are not supported in the field tagger, they must be created manually. Review the Sertifi Intelligent Tags documentation on the Sertifi Support site, then add Sertifi tags to templates where you want the Sertifi signatures to be displayed.

Tip: For use with Nintex DocGen, use the Text tag format for Microsoft Word and Microsoft PowerPoint. Use the PDF tag for Microsoft Excel and PDF.

Sertifi tagging examples

Consider the following tags as an example of the tagging structure to use for one document with two signers.

  • Signer 1 has tags [[SertifiSStamp_1]] and [[SertifiTitle_1]]

  • Signer 2 has tags [[SertifiSStamp_1_2]] and [[SertifiTitle_1_2]]

Send output documents to Sertifi for signature

After you add the Sertifi delivery and a recipient to your DocGen Package, you can deliver documents to Sertifi for signature.

Note: You have to tag your template with the Sertifi signing tag before you generate documents. The Sertifi tags identify where the signature should appear on the generated document. For more information, see Tag templates for Sertifi.

To send output documents to Sertifi

  1. Select a DocGen Package with an Sertifi Delivery with at least one recipient.

  2. Click Select Record and select a record, a contact and then the Sertifi Delivery.

  3. Select a signer (if necessary).

  4. Click Run DocGen Package.

    Output files are generated. If you click the document, you can download it.

  5. Click Send to Sertifi.