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Sertifi Support Site

Send an eAuthorization

If you use Sertifi eAuthorizations, and you're a Sertifi Admin or higher, you can send credit card authorization forms to your customers.

Note

If you need to change something about a file you've already sent, you can do so in the File Maintenance page. See the File Maintenance guide for more information.eAuthorization File Maintenance

To send an authorization form to your customer, you must prepare a signature document, and then add an authorization to it:

  1. Log in to your Sertifi portal.

  2. Click Send File from the home screen. The Create File screen opens.

    SCR_CreateFile.png
  3. Complete the following fields. Note that each field has a character limit of 100 characters, with the exception of Message.

    • File Name - enter a unique name for the file. The file contains the signature and reference documents related to the deal.

    • 1st Level Signer(s) - enter the email addresses of the users you want to sign this file, or click My Address Book to add signers directly from the address book.

    • CC (Non-Signers) - enter the email addresses of the users that should receive a copy of the file.

    • Expiration Date - select an expiration date and time for the file. If no expiration date is entered, the file will expire after 180 days. You must enter the date in ISO format: YYYY-MM-DD and the time in HH:MM. At whatever time you select from the time picker, or enter into the field, the file will expire at the time specified based on your portal's time zone. Thus, if you enter 7:15 p.m. and your portal is set for Eastern time, the file will expire at 7:15 p.m. EST regardless of the time zone yoru recipient(s) are in.

    • Message - enter the message you want to appear in the signing room (e.g. "Here is the contract we discussed").

  4. Click Next.

  5. Select the authorization document from the document library.

    Caution

    Be sure to check the checkbox next to the name of the form in order to include it when you send the file.

  6. Click Pre-fill Form to complete any fields. (Optional)

    SCR_CreateFilePhase2.png
  7. Click Finish & Send. Your customer then receives the authorization form to complete.