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Sertifi Support Site

Sending Documents in Amadeus

After completing installation and configuration, you can begin sending documents to your clients.

When you send out a document via Sertifi, you send the document in what's known as a Folder. A folder contains the signature document, reference document, and any payments added to the contract.

Sending Documents

To send a document in Amadeus:

  1. Log in to Amadeus.

  2. Select the booking for which you are sending a contract.

  3. Click the Sertifi E-Sign button. The Sertifi Sending Wizard opens.

  4. Complete the following fields:

    • Email Invite Message - enter the message you want your signers to see in the email they receive.

    • Expiration Date - the date when you want the document to expire. Select a date from the date picker.

  5. Select how you want to add participants. Participants are the signers required to sign your document. You can add participants either method listed below.

    • Click Add from Contact, click the magnifying glass icon ICN_AddressSearch.pngand then select a participant from your Salesforce address book.

    • Click Add as Email Address to enter the email address of your participant not included in your Salesforce address book.

  6. Click Add Participant.

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  7. Optional – Select the next level signer (from 2 - 10) from the dropdown, and enter in all the participants you need. You can add multiple participants at each signer level, so if you need two first-level signers, you can add them both as 1st signer.

    Caution

    If you add multiple signer levels to your folder, note that each group after the 1st level can't sign the document until the signer before them signs. For example, a second signer can't sign a document until all first signers sign and submit the document.

  8. Optional – Select Carbon Copy from the dropdown to add a Carbon Copy recipient to the file.

  9. Click Next. The Add Documents and Add Payments page appears.

  10. Select from the following locations to add your signature document.

    • Hard Drive - browse on your machine to locate the signature document.

    • Salesforce Folder - select a document from your preexisting Salesforce folders.

    • Related Notes and Attachments - select a signing or reference document to provide more information to your signers.

    Note: your signature document must be 4MB or smaller

  11. Optional – Preview or Prefill your document. For more information, refer to the Document Editor guide.

  12. Optional – Add a Payment or Authorization by completing the following fields:

    • Description - add a title for the payment. This name is viewable by your clients.

    • Type - select Payment or Authorization.

    • Amount - enter the amount of the payment.

    • Date Due - enter the date the payment is due.

    Note: You'll only see this option if you use Sertifi ePayments with Amadeus.

  13. Optional - Click Add Payment.

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  14. Optional - To create multiple payments, repeat steps 12 and 13.

  15. Click Send for Signature. Your document is sent to your signers for signature.

Reviewing Document Status
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Once your signer receives your signature document and signs it, the Sertifi E-Contact tab updates with the following information:

  • File name – the name of the booking.

  • Created date – the date the client made the booking request.

  • Open – the number file rooms open with a document sent to a client.

  • Partially Signed – the number of documents partially signed.

  • Signed – the number of documents completely signed.

  • Unpaid –the number of unpaid payments for the booking.

  • Paid – the number of payments paid for the booking.

  • Authorized – the number of payments authorized for the booking. This column appears when you send a payment authorization.