The following templates provide a quick and easy way to set up your documents, without having to format data tags. These templates are the most common data tags used in documents sent through Sertifi. Instructions are included on the template documents.
Here are Sertifi’s suggested steps to setting up your contract templates:
Download the necessary Signing Page templates.
Copy data tag(s) provided in the templates.
Paste data tag(s) onto your contract template(s).
If necessary, adjust the Height/Width, Font Size, mark as Required, SFLD:NAME, etc.
The data tags must be on your pre-generated contract template. This will ensure the data tags remain on all contracts generated through your sales system.
Save the template into your sales system.
Generate the contract and upload when sending through Sertifi
Note
The linked templates will download automatically as Word documents.
Note
Some linked documents will open as PDFs in a new tab.
Basic eAuthorization Template – this authorization template includes fields to collect payment information and a signature.
Group Credit Card Authorization Form – this template is intended for situations where a single credit card will be paying for the charges of a group.
Event Credit Card Authorization - a form for gathering credit card information to pay for event charges.
Banquet Event Order (BEO) - An order form for banquet services, covering topics like menus, beverages, and AV requirements. Note that this is a Word document, and clicking on the link will download the document to your computer.
Detailed Template – this authorization template includes a payment authorization and signature field, with more details about rate and cardholder information.
Detailed Template with ID – this authorization template includes a payment field, signature field, and an upload field for a signer to provide a copy of a government-issued ID.
eAuthorizations Template – this authorization template collects payment information, a signature, and guest details.
eAuthorizations Template - Tax Exempt – this authorization template contains a signer upload to include tax exempt information.
Payment Authorization Template – this authorization template collects payment information, special requests, rate information, and a signature.
Payment Authorization Template with ID – This authorization template collects payment information, special requests, rate information, signature, and government ID upload.
Group Event Template – this authorization template is for a group event and contains a field to collect payment information and details about the group event.
Simple Template – this is a basic authorization template that collects payment information, a signature, and the date.
Standard Template with AV Attractions Options – this is a basic authorization template with AV and attraction options that collects payment information, a signature, and a date.
Lost and Found Template – this lost and found template shipping form contains fields to collect information about lost items, as well as payment information and a signature.
Direct Bill Application – this template is a direct bill application including signature fields for a signer and countersigner at a hotel.