Send to Sertifi

The Send to Sertifi  flow block sends a document to Sertifi. You can use the Send to Sertifi flow block's output to wait for a signed document. After signing, you can use the signed document in subsequent steps.

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Send to Sertifi Flow output settings

Index No.

Field name

Description

1

File ID

When checked, the system displays the unique Sertifi File ID in the Flow Output.

2

Document ID 

When checked, the system displays the unique Sertifi Document ID in the Flow Output.

3

Signed Document

When checked, the system provides a link to the signed document in the Flow Output . This is a Delayed Output, and your flow enters a waiting state until your recipient signs the document. The system can then use the signed documentin subsequent steps. When unchecked, the flow continues without waiting for a signature.

4

Document name

When checked, your flow enters a waiting state until your recipient signs the document. The signed document can then be used in subsequent steps. The Flow Output shows the name of the signed document (without linking to it). When unchecked, the flow continues without waiting for a signature.

Send to Sertifi Basic settings functions

Index No.

Field name

Description

1

Document

Defines the document to send to Sertifi. The template of the document you are sending must contain E-signatures configured using Template Builder. The system uses your generated document by default.

2

Sertifi connector

Defines the Sertifi connector to use for the flow block's run. If you only have one Sertifi connector, the system uses that document by default.

3

Document name(file name)

The name of the stored document.

Send to Sertifi E-mail settings functions

Index No.

Field name

Description

1

Sender e-mail

Fills in the From field of your e-mail.

2

Sender name

Sets the display name for the sender of the e-mail.

3

Message

Fills in the body of the e-mail.

Send to Sertifi Sertifi settings functions

Index No.

Field name

Description

1

Continue flow only when all signers have taken action

When checked, the system waits until all signers have completed the signing ceremony before moving on to the next flow step. This box should be checked if you plan to use the signed document in subsequent steps. When unchecked, the flow continues after the first step occurs.

2

If the agreement was cancelled, expired or archived, resume the flow with the unsigned document

When checked, the system continues the flow with the unsigned document. When left unchecked, the flow throws an error.