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Sertifi Support Site

Review and Sign

If you're a Sertifi Admin (or higher) role, and you're using Sertifi e-Signatures, you can countersign documents that were sent to your clients.


Although you can log in to your portal to countersign a document, it's also not strictly necessary, as you will also receive an email with a link to the document you need to countersign. Click on the link to access the document.

To countersign a document:

  1. Log in to your Sertifi portal.

  2. Click Sign from the home screen, or click the Sign tab. The Sign screen opens.

  3. Click Signing to view a list of files with documents awaiting countersignature.

  4. Click the name of the file you want to open to countersign. The signing room opens.

  5. Click Review and Sign. The document opens.

  6. Click Get Started at the top of the window.

  7. Enter your countersignature in the required locations.

  8. Click Finish & Submit Electronically once all required fields are filled out.