Getting Started-
After you complete your implementation call with your Sertifi Customer Success Manager, you can begin your onboarding process. The onboarding process includes the setup of e-Signatures, along with training led by your Sertifi Customer Success Manager.
Before you can begin your training sessions, you must complete the e-Signature Checklist. This helps walk you through the necessary steps to get your portal up and running and ready for training.
Important
The onboarding checklist must be completed by a user assigned to a Sertifi Super Admin role, since this is the only role type with the ability to add users and adjust general account settings.
Note
If you have any questions or issues when completing these items in your Sertifi Portal, don’t hesitate to contact Sertifi Support, or click the support link in the upper right corner of your Sertifi Portal.
Logging In
To start your onboarding checklist, log into your Sertifi portal. Your portal URL should appear similar to the following: www.sertifi.com/Your CompanyName.
As an example, the Windy City Hotel in downtown Chicago would use www.sertifi.com/WindyCityHotelChicago
Caution
You can't log in to your portal by navigating to www.sertifi.com or by following links to www.sertifi.com/esign.
It's a best practice to bookmark the home page for your Sertifi portal for easy access.
Creating accounts for your users
Each employee or staff member using your Sertifi portal requires a user account. Sertifi has four user role types, each with certain permissions to the users assigned to that role.
You can learn more about the various roles in the Sertifi portal in order to determine which roles you should assign to your users.
To create a new user account:
Navigate to Administration > Create Admin in the Sertifi portal.
Enter the email address you want the user to use when accessing Sertifi.
Select the role you want to assign for that user.
Click Create Account for User.
Repeat the process for each user you want to add to the portal.
Adjusting Default Reminders
Default Reminders and Notifications can be configured to automatically send signing reminders to your participants. Navigate to Administration > Account Settings > Default Reminders to configure them according to your preference.
Adjusting Account Settings
Account Settings ensure that your portal is customized and operates the way that you want it to. Navigate to Administration > Account Settings > Account Settings to adjust them according to your preference.
Whitelisting the Sertifi IP addresses for your email server
To ensure you receive all emails sent from Sertifi, you must whitelist the IP addresses given to you by your Customer Success Manager. If you’re unsure of how to whitelist IP addresses, contact your IT department or email service provider.