e-Signatures End-to-end Walkthrough
This module provides a deep dive into Sertifi’s e-Signatures tool, covering detailed workflows and best practices for success.
Tip
While we recommend watching the complete tutorial video, you can use the video player bar to skip between sections. The topics/chapters are listed below.
Topics Covered
00:30 – Introduction
01:56 – Creating an e-Signatures Folder
03:57 – Adding Signers/Participants
06:16 – Uploading a Signature Document
07:09 – Prefilling / Adding Locations
11:08 – Uploading a Reference Document
13:20 – Adding a Payment or Authorization
14:50 – Sending the Agreement
15:37 – Folder Status, Details, and Options
21:32 – Signing the Agreement (1st Participant Experience)
25:29 – Countersigning Options (2nd Participant Experience)
29:18 – Post-Signing Options