eForms

Sertifi eForms let you create web-based forms for sending authorization requests. The forms are created, designed, sent, and managed all from within your Sertifi portal.

Sending an eForm

Start from your dashboard, click Create New, and then click Send eForm.
Enter a folder name, and select an expiration date if you'd like.
Enter your participant's email address.
Optional – If you'd like to request that your participant upload a supplementary document, like an ID card, check the box next to Participant Upload and enter a name for the upload. To make this upload required, check the box next to Mark as Required.
Select an eForm from the dropdown menu underneath Select Form. A preview of the form will open at the bottom of the page.
When you're ready to complete the sending process, click Send Now.

Creating a new eForm

From your dashboard, click Administration, and then click Document & eForms Library.
Underneath Create New eForm, enter a name for your new form.
Select a template. Then click Add & Load eForm.
Your new form will open. From here, you can customize the colors, fonts, text size, and other elements of the form using the CSS editor.
To apply your changes, click Apply. You can then preview the updated form by clicking Preview eForm.
Save your updated eForm by clicking Save Changes.
Optional – if you want to make your new eForm available to all of the admins in your portal, click the ellipsis icon underneath Actions, and then click Make Public.

Note

The default text on the eForm, like Guest First Name or Confirmation Number, can't be edited or removed.

Tip

To view the form's CSS in a bigger window, click the blue Expand CSS icon to the right of CSS Input.

Default CSS Stylings Reference

The default CSS stylings for an eForm can be seen below.

/* Note: the text on eForm cannot be changed through the use of CSS styles */

/*eForm container*/
.template-container {
  background: #000;
  max-width: 700px;
  height: 100%;
  padding-bottom: 30px;
}

/* Section headers */
h2 {
  color: #fff;
  font-size: 17px;
  font-weight: 400;
  margin-bottom: 8px;
}

/* Form field labels */
label {
  font-size: 11px;
  font-weight: 400;
  margin-bottom: 2.5px;
}

/* Single-line inputs */
input, select, .date-container, .k-dateinput-wrap {
  min-height: 32px;
}

.eform-currency-input {
 max-height: 32px;
}

/* Label colors */
label, .daterange-caption {
  color: #fff;
}

/* Header - Text and Logo */
.template-header {
  height: 105px;
  background-color: #000;
  position: relative;
}

.header-image {
  position: absolute;
  width: 130px;
}

.header-text {
  width: 100%;
  display: flex;
  justify-content: center;
}

.header-text .title-text {
  display: inline;
  color: #fff;
  font-size: 13px;
  text-align: center;
}

.header-image .image-container {
  width: 130px;
  height: 87px;
}

.header-image.has-image .image-container {
  max-width: 130px;
}

.header-image.has-image {
  position: static;
}

.header-image.has-image + .header-text {
  padding-right: 70px;
  width: 80%;
}

/* Paragraphs */
.paragraph-text {
  font-size: 10px;
  color: #fff;
}

/* Text boxes */
.text-container {
  width: 100%;
}

/* Comments box */
textarea {
  width: 100%;
  height: 75px;
}

/*CONTACT SECTION*/
.portal-name,
.portal-address, .portal-phone {
  color: #393939;
}

.portal-name {
  font-size: 16px;
  font-weight: bold;
  margin-bottom: 10px;
}

.portal-address, .portal-phone {
  font-size: 12px;
}

.portal-address .contact-icon svg path,
.portal-phone .contact-icon svg path {
  fill: #0B5D8F;
}

.portal-address .contact-icon {
  width: 8px;
  height: 8px;
}

.portal-phone .contact-icon {
  width: 9px;
  height: 9px;
}

.portal-logo {
  max-width: 200px;
  max-height: 120px;
}

/* Airplane Icon */
.plane-icon {
  width: 20px;
  height: 20px;
}

/* Airplane Icon Color */
.plane-icon path {
  fill: #fff;
}

/* Divider Lines */
.divider {
  border-color: #fff;
  margin-top: 20px;
  margin-bottom: 20px;
}

/* Date Inputs */
.k-state-focused.k-dateinput-wrap,
.k-dateinput-wrap {
  background-color: #fff !important;
}

/* Date Range Widths */
.date-container {
  width: 43%;
}

/* Date Range Buttons */
.k-select {
  background: #e4e7eb;
  bottom: 1px;
  height: 30px;
}

/* Date Range Icon Color */
.calendar-icon .icon-fill {
  fill: #3A3A39;
}

/* Add/Remove guest buttons */
#addGuest, #removeGuest {
  color: #fff;
}

/* Checkboxes */
.checkmark {
  border: 2px solid #fff;
}

/* Signature Clear Button */
#btn-clear {
  color: #fff;
}

/* Responsive styling for eForm Header */
@media only screen and (max-width:850px) {
  .header-image.has-image + .header-text {
    padding-right: 0;
    padding-left: 20px;
  }

  .header-image.has-image .image-container {
    width: 100%;
  }

  .header-image.has-image {
    width: 30%;
    position: static;
    display: flex;
    justify-content: center;
  }

  .header-image.has-image + .header-text {
    width: 70%;
    justify-content: flex-start;
  }
}

In this section: