Sending & Managing Event Contracts and Payments
In this learning path, you’ll learn all the steps to sending and finalizing e-signature and payment requests using Sertifi.
Topics Covered
00:18 – Starting the workflow for sending a signature document
05:20 – Reviewing folders containing documents you've sent for signature, and performing folder maintenance
Tip
While we recommend watching the complete tutorial video, you can use the video player bar to skip between sections.
For additional support, please reference documentation for e-signatures and payments.
e-Signatures and Authorizations
In lieu of payments, some properties may have the option to send $0 credit card authorization requests with signature documents to acquire a card in a PCI–compliant manner. The following video outlines the workflow for sending a document with an authorization request.
e-Signatures Only
Some portals may only allow you to send documents for signature without being able to add a payment or authorization. This video describes the workflow and folder maintenance process for such portals.