Enabled Portal Settings
In addition to the account settings you can set as a Super Admin, you can also contact your Sertifi Customer Success Manager to enable more portal settings on your behalf. These portal settings can enable or disable additional functionality for anyone using your portal.
If you want to enable or disable one of the following settings, contact your Customer Success Manager, or send an email to [email protected] stating what feature you want enabled or disabled.
Setting | Description |
|---|---|
Enable Bulk Send | Enables Super Admins to send multiple document requests at one time. |
Enable Email Edit Feature | Gives Super Admins the ability to update and edit email templates. |
Merge Documents/Consolidated Signing | Enables the ability to merge multiple signature documents sent in a file as one large document. When all signatures are received, then the file separates the documents back into individual documents. |
Legacy Mode | Enables the ability to choose whether to Hide all (comments and Add Participants), Hide comments, or Hide Add Participants on the stream page in Sertifi. |
Enable Payments | Enables the collection of payments if you have a payment gateway setup. |
Enable Localization | Enables the ability to select the Default language the Sertifi portal appears in. |
Max allowed super admins | Determines how many Sertifi Super Admins can have access to your portal. By default, this setting is 3. However, you can have 1+ Super Admins. |
Domains that admins are limited to | Determines which email domains can create accounts for your portal. For instance, if you want to prohibit Gmail accounts from accessing your portal, you can add the @gmail.com domain to this list. |
Use templates | Determines the use of email templates that send to your clients and CCs when documents are sent and received. |
Domains we can send to on behalf of | Updates your notification emails to send from an email address of your choosing, rather than [email protected]. To fully enable this feature, you'll need access to your DNS server. For more information, refer to Send on behalf of. |
Automatically deactivate admins | Deactivates admin accounts from your Sertifi Portal after 90 days of inactivity to enhance PCI compliance. |
Send on behalf of
As a Sertifi Super Admin, you can make updates your DNS server to enable the Send on Behalf of Feature in your Portal. This feature enables you to update the emails sent to your clients to come from a custom domain, rather than [email protected].
Caution
It's recommended to let your IT department configure this setup.
Once you make these DNS server updates, inform your Customer Success Manager to verify the updates and enable the feature on your portal.
Entry Types
There are three types of entries you can make to your DNS server to enable the Send on behalf of feature and ensure your email reliability. You can update your SPF framework, or update your DKIM key and Return path.
However, if you update all three entry types, you can create DKIM/SPF alignment, which can increase deliverability of emails.
Updating your SPF framework
The first entry is to either update your existing SPF framework or create a new one. By doing this, you authorize Sertifi's specific IP addresses to send on your behalf. You can use a tool like MXtoolbox's Super Tool to generate a record to either add the Sertifi IP addresses, or a helper record that Sertifi maintains.
For example, if you want to add a new record for the domain example.com, you'd make the following updates to your DNS:
Type: TXT
Host/Name: example.com
Value: v=spf1 include:spf.sertifi.net -all
From here, you should be able to add spf.sertifi.net to your SPF framework. However, if you currently have a limit on the number of pointers you can have in a policy, contact Sertifi to receive our specific IP addresses.
DKIM Key(s)
DomainKeys Identified Mail (DKIM) is a type of email authentication method. This method attaches a digital signature, linked to a domain name, to each outgoing email message. This isn't viewable by your client. For this entry type, add a new value, provided by your Sertifi CSM, to your DNS server.
Return path(s)
Return path indicates where bounce messages are sent. In this case, you authorize a third party (in this case, Sertifi) to receive bounce-back messages. With this entry, add a new value, provided by Sertifi, to your DNS server.