Sertifi - Create folder

Important: This connector and its actions have been removed from Nintex Automation Cloud and can now be found in Nintex Gallery.

Use the Sertifi - Create folder action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to create a Sertifi folder. When you send out a document via Sertifi, you send the document in what's known as a folder. A folder contains the signature document, reference document, participants, and any payments added to the contract.

For more information about the Sertifi connector, go to Sertifi.

Before you begin: 

Jump to:

Configure the Sertifi - Create folder action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  2. Select a Connection. If you do not have a connection, see Add a connection.

  1. Specify the Folder name of the folder you want to create.
  2. Specify the Participants to send the folder.
  3. Specify the Sender Email.

Sertifi - Create folder action fields and settings

Section Field Description Variable types

(unlabeled)

Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.

The Sertifi connection used to access Sertifi.

To refresh the available connections, click .

 (n/a)

 

Folder name

The name of the folder you want to create. When you send out a document via Sertifi, you send the document in what's known as a folder.

Text, Decimal, Integer, Boolean, DateTime, Collection
Participants Add participant item Displays fields to add details of participants you want to send the folder to. (n/a)
  Email The email of a folder participant.
 Text, Decimal, Integer, Boolean, DateTime, Collection
  Participant type Participants are either signers or merely copied into the email sent by the Sertifi Send invite action. Text, Decimal, Integer, Boolean, DateTime, Collection
  Identification check Select Yes from the drop-down if you want to verify the user before they can access the document. The questions are controlled by a setting a Super Admin sets up in Sertifi. For more information about enabling Identity Verification, see IDology and Sertifi. Boolean
Sender Email The email address of the person or entity sending the folder invite to participants. Text, Decimal, Integer, Boolean, DateTime, Collection
  Address line 1 The first line of the sender's address with a maximum of 100 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
  Address line 2 The second line of the sender's address with a maximum of 100 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
  City The sender's city with a maximum of 75 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
  First name The sender's first name with a maximum of 32 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
  Last name The sender's last name with a maximum of 32 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
  Phone number The sender's phone number. Text, Decimal, Integer, Boolean, DateTime, Collection
  State The state the sender lives in with a maximum of 30 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
  Zip / Postcode The sender's Zip or postcode with a maximum of 10 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
Identification check Select Yes from the drop-down if you want to verify the participants before they can access the document. This setting overwrites the individual participants identification check. The questions are controlled by a setting a Super Admin sets up in Sertifi. For more information about enabling Identity Verification, see IDology and Sertifi. Boolean
  Folder password Sets a password on the folder with a maximum of 50 characters. Text, Decimal, Integer, Boolean, DateTime, Collection
  Mask email Set this to Yes to mask participants email addresses from each other. Boolean
Output Folder details

Stores the result of the action as an object. See Sertifi Support Center for information on these values.

The following values are returned:

  • Folder ID: (Text)
  • Folder status: (Text)
  • Name: (Text)
  • Participants: (Collection)
    • Enable ID check: (Boolean)
    • Email: (Text)
    • Last invited at: (DateTime)
    • Last visited at: (DateTime)
    • Open: (Text)
    • Participant type: (Text)
    • Signed: (Text)
  • Sender: (Object)
    • Email: (Text)
    • First name: (Text)
    • Last name: (Text)
    • Phone number: (Text)
    • Address line 1: (Text)
    • Address line 2: (Text)
    • City: (Text)
    • State: (Text)
    • Zip / Post: (Text)
 Object