Your signer can also choose to change the signer for the signature form by clicking Change the Signer in the right-hand navigation panel after they open the form. When they click Change the Signer, the Reassign this file screen appears. Here, the signer can enter the new email address, a message, and select if they want to receive a CC copy.
Full Answer
Which companies use sertifi for Salesforce?
Used by leading companies like Pitney Bowes, Avalara, CareerBuilder, Dave & Buster's, Tribune, WildBlue, Dolce Resorts & Hotels, ASCAP, delivery.com, Magnolia Hotels, Prezi, Appfolio, PatientPop, and TravelClick. Try Sertifi for Salesforce for 30 days for free. Contents of managed packages don't count against your org's app, tab, and object limits.
How do I sign a document electronically in Salesforce?
Print, Sign, Fax – requires a physical signature and faxed document. Electronically – requires an electronic signature on the document. Either Electronically or Print, Sign, Fax – gives the signer the option. Enter the name of the Salesforce folder that contains the library of documents you want to use for signature requests.
How do I create a signature request in Salesforce?
You can select: Print, Sign, Fax – requires a physical signature and faxed document. Electronically – requires an electronic signature on the document. Either Electronically or Print, Sign, Fax – gives the signer the option. Enter the name of the Salesforce folder that contains the library of documents you want to use for signature requests.
How do I set up sertifi on multiple objects?
If you’re installing Sertifi on more than one object, use different names on subsequent setting records. Enter your Sertifi API Code in this field. Optional, but defaults to selected. Select this field to enable senders to preview or prefill documents when sending. Deselect to prevent senders from editing documents before sending.
What happens if you remove a participant from a sign?
If you remove a participant, all of their signing locations will also be removed. When replacing a participant, it's recommended to edit an existing participant instead of deleting one and creating them anew.
How to add a participant to a CC?
To add a participant, click the Add a Participant button the left. In the window that pops up, enter your participant's email address, and designate a participant number for them (1st, 2nd, 3rd). If the participant does not need to sign the documents, you can designate them as a CC. Click Add when you are finished.
How to change the expiration date on a folder?
To change the folder's expiration date, click on the blue pencil icon next to the current expiration date. Choose a new expiration date and time, then click the blue checkmark to confirm.