Sertifi Support Site

When creating a new folder, the Event Date field is now named the Arrival/Event Date field. (ESIG-2714)

Email addresses listed in both the CC field and Payment Receipts Email List would receive duplicate emails when a payment was received. This has been fixed and no longer occurs (ESIG-2147)

Admins can now make Event Dates a required field for the folder creation process, making it so that folders must have an Event Date entered before they can be sent for signature. (ESIG-2676)

By default, Auditors can now view Custom Reports. Previously, the default minimum role required to view custom reports was Power Admin. (ESIG-2675)

Admins can now request that Stripe collects all required onboarding documents when configuring a portal to use Sertifi Pay. (PAY-3600)

The Resend Link page has been redesigned for greater usability on mobile devices. (ESIG-2504)

A new version of Sertifi batch settlement reports has been released, including fixes for bugs that caused errors or incorrect values in batch settlement dates, batch settlement amounts, refund amounts, and ACH fees. (PAY-3472, PAY-3518)

When sorting payments using the Payments Received column, users would sometimes see their payments sorted according to the day the payment was created. This has been fixed and no longer occurs. (ESIG-2349)

Previously, a bug would cause documents to displayed with an incorrect status in the push notification queue. This has been fixed and no longer occurs (ESIG-2380)

When searching in View Files, the presence of an apostrophe in an email address would result in an error. This has been fixed. (ESIG-2341)

Grammar updates have been applied to certain texts in the portal. (ESIG-2347, ESIG-2363)

In Sertifi Pay, Elavon now indicates if a payment was declined because of insufficient funds. (PAY-2291)

It's no longer possible for a user to process deleted ACH transactions in Sertifi Classic. (PAY-3156)

Previously, authorizations would display an incorrect status if a 3DS verification had succeeded despite a tokenization failure. This no longer occurs. (PAY-3159)

Sertifi Pay now automatically declines transactions from a card that's failed an AVS check. (PAY-3129)

The card number validation library has been updated. (PAY-1617)

Occasionally, a cloned payment would fail to process in the Elavon gateway. This has been fixed. (PAY-3095)

Previously, if a signature tag was assigned to a participant, and that participant was later removed, the presence of the signature tag would in turn cause the document to fail to load for other participants. This has been fixed and no longer occurs. (ESIG-2085)

The splash image on the login screen has been updated. (ESIG-889)

The first and last name fields on the ACH form for Stripe have been combined; now there is only a single field for First/Last or Business Name. (PAY-3104)

Email addresses with accented characters (é, ä, etc) are now supported. (ESIG-1783)

When creating new admins, an existing admin can add the new admin to a particular security group at the same time. (ESIG-1930)

Email notifications for ACH payment processing updates will now contain the payer's name. Previously, only the payer's email address was displayed. (ESIG-1952)

Super Admins can now determine which workflows an Admin can access (Agreements, Authorizations, or All). (ESIG-1927)

GET calls in the eConfirmations API were timing out if the perPage path parameter was set to 1000 or more. This no longer occurs. (ESIG-1792)

The InviteNextSigners call in the Next Gen API was previously failing to invite signers at the requested signing level, or inviting signers who were ultimately unable to sign the document. This has been fixed. (ESIG-1817)

Additional Input Fields would sometimes not appear in Folder Maintenance if they were enabled, but not used or filled out, during the folder sending process. This has been fixed. (ESIG-1728)

Previously, admins were able to request payments equal to or greater than $1 million USD; this is no longer possible. (ESIG-1774)

The setting for Can Delete Folders wasn't functioning properly in custom Security Groups, leading to instances where an admin could delete a folder even if they didn't have permission to do so. (ESIG-1786)

For users in Security Groups, Super Admins can now enable or disable the ability to delete folders. (ESIG-1709)

For fields where date is entered, the cursive font has been updated to be larger and more readable. (ESIG-1732)

Admins now receive a warning message if they attempt to remove a folder participant who has been assigned a payment. (ESIG-1748)

Portal logos would occasionally not appear when viewing emails in Microsoft Outlook. This has been fixed. (ESIG-1613)

In Microsoft Outlook, emails from portals would be marked as having attachments despite not actually having any. This no longer occurs. (ESIG-1686)

Documents in folders containing 10 or more participants sometimes had text overruns, or text running off the page to the point where it was unreadable. This has been fixed. (ESIG-1509)

The Last Invited date now properly updates when reminder emails are sent. (ESIG-1602)

Users now receive a notification if they attempt to upload an unsupported RTF file for conversion to PDF. (ESIG-1564)

The search feature now properly returns all possible results when searching by "Signer Email Contains"; previously, only exact matches were being returned. (ESIG-1618)

Portal Experience settings are now only available to Master-level users. (ESIG-1632)

Signed documents now allow for the display of non-Latin alphabet characters (ESIG-1166).

Occasionally, signer data would not appear on signed documents. This has been fixed. (ESIG-1615)

External IDs for documents would sometimes not populate for pre-filled documents; this has been fixed. (ESIG-1191)

The link to Sertifi’s Consumer Disclosure now works properly. (ESIG-1401)

The Sertifi logo and email address in templates have been updated. (ESIG-1405)

Previously, users could add participants to a folder that had been archived. This is no longer possible. (ESIG-1510)

The Sertifi logo in the footer of the application page has been updated to reflect the current logo. (ESIG-1399)

Previously, the landing page that would appear after a signer had finished signing the document contained a non-functional link for printing the documents. This has been fixed. (ESIG-1299)

Stripe 3DS is now up and running for SertifiPay and Stripe Standard Connect.

Payments processed by FreedomPay now work properly within the 3DS workflow. (PAY-2120)

Stripe users would sometimes receive duplicate notification emails when processing a payment, leading some to think that payments had been double-charged. This has been fixed. (PAY-2123)

Stripe payment descriptions are now automatically generated with more descriptive information, including the portal’s name, folder name, and payment name. (PAY-2084)

MerchantLink now supports $0 authorization tests. (PAY-2118)

Error messaging has been updated and clarified in the Freedompay integration. (PAY-2051)

Error messaging has been updated and clarified in the Card Connect integration. (PAY-2052)

Previously, folders with password protection would sometimes fail to encrypt the password when being saved, which would then cause a database error when a backend server was expecting an ecrypted password. This longer occurs. (ESIG-1294)

Timezone offsets in the Payment Due Date field now function correctly. (ESIG-1307)

PDFTron no longer randomly changes document fonts when converting Word files. (ESIG-1175)

Users can no longer enter payment due dates that have already passed (ESIG-1172, ESIG-1159)

When re-arranging actions in the Configure Sending Actions window, the selected action would expand into a new window, making it more difficult to move. This no longer occurs. (ESIG-1263)

Stripe webhook processing has been added; users can now see if a payment was successful or not even if the customer closes their browser window while the payment is processing. (PAY-1931)

In Sertifi Data Fields, some PDF processors would encounter errors if a text field used an inconsistent font size. This has been fixed. (ESIG-1088)

Some password-protected PDF documents would appear as blank upon opening. This has been fixed. (ESIG-1264)

Previously, custom reminders about payments would be sent, even if the payment had already been refunded or declined. This no longer occurs. (PAY-1760)

Folders containing only payments (but no signature documents) would sometimes be prohibited from being resent to participants. This has been fixed; users can now resend folders to participants as necessary. (ESIG-1160)

Some users reported being unable to sign embedded authorization forms due to missing information in the payment authorization field. This was a caused by a bug that has since been fixed. (PAY-1855)

In Stripe, refunds that were successful were sometimes marked as either failed, or still pending. This has been fixed. (PAY-1799)

Stripe now properly applies any needed foreign exchange (FX) fees. (PAY-1797)

When using Elavon for credit card payments, users now receive a more descriptive error message if a payer’s last name exceeds the 30-character limit. (PAY-1677)

Card Connect now correctly displays information regarding whether or not a payment was successful. (PAY-1759)

In FreedomPay, if a merchant is not allowed to process a particular transaction, the user will receive a notification of the card being declined by the card processor. (PAY-1784)

When uploading multiple documents, users now see error messages only for documents that failed to upload properly. (ESIG-289)

When clicking on the Documents Requiring Your Signature, users are now taken to the Tasks tab, where they can complete the necessary actions for the signature document. (ESIG-1072)