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Sertifi Support Site

Adding Authorizations

To add an authorization to a folder:

  1. Complete the workflow and fields necessary to send a folder until you reach the Configure Sending Options screen. See Send A Folder

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  2. Click Add Payments/Authorizations.

  3. The Payment/Authorization window will pop up. If the Payment Request Type is set to Payment, click Authorization to switch to the Authorization page.

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  4. Enter your Authorization Name and then click Add Authorization.

  5. Your authorization will be included when your document is sent for signature.