Sertifi Support Site

Sertifi Embedded Forms

With the Sertifi Embedded Signature Form integration, you can embed your Sertifi signature or payment forms directly into your website or application. With Embedded Forms, your customers can fill out signature and payment forms directly from your website or application, and the completed form will then be available in your Sertifi portal for management.

If you want to use the Sertifi Embedded Signature Form integration, contact your Sertifi Customer Success Manager. They'll provide you with a login and password to the form setup.

Note

Embedded Form setup should be completed by a Super Admin. See more about Roles.

Logging in

After you receive a username and password from your Sertifi Customer Success Manager, you can log into the Sertifi Embedded Signature Form web application with the provided URL.

After you log in, you'll see your landing page. From here, you can start using the Embedded Form Widget to create your custom embedded form, as well as editing or deleting any existing forms.

Embedded_form_LandingPage.jpeg

For more information about how to use the dashboard, as well as creating your first Embedded Form, refer to the Dashboard and Getting Started Guide.