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Sertifi Support Site

Next Gen Authorization Signer Experience

  1. Your signer receives an email containing a link to the authorization form.

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  2. Your participant clicks the Review & Complete button in the email.

  3. The document will open in the browser, and your participant can begin signing and initialing where necessary.

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  4. When they're finished signing the document, they can click the green Next Task bar to proceed to the payment form, from where they can enter their authorization details.

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  5. Your participant will be brought to the payment form. They can enter their card information and click Submit Payment to begin the authorization process.

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  6. If the authorization is successful, they can then close the browser window, and they'll receive copies of the signature documents and payment forms in their email address.

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