Signer Experience
Once you send a file and attach a signature form, you can send the file to your client. When you click Finish & Send, an email is sent to the clients you entered as signers or CCs, and they can then begin the workflow of completing the required forms. This article explains the Sertifi e-Signature experience for the signer.
Note
If using the API v.1.1/links endpoint to get a secure link for the embedded signature form, note that the links are configured for one-time use, and will expire 5 minutes after creation.
Caution
When you send invitations for signing the documents to your clients, they will receive an email containing a link to the signature documents. For security purposes, this link will expire after a certain amount of time, or a certain number of clicks, depending on your portal's security settings.
If the link expires, the client will need to request a new link before they can proceed to sign the documents. They can request a new link by clicking Send new link.
For more details, refer to the following sections:
Signer Workflow
Your signer receives an email with the subject line of the property where the signature document was sent (i.e. your portal). The email appears to come from the user email registered to your Sertifi account.
Your signer opens the email letting them know a property has sent them a file for review and signature. The file name that you enter appears in the message. Your signer can then click the Review & Complete button in the email.
The File Room opens in your signer's browser; from there, they can click Review & Sign.
Your signer can either fill out the form the order they wish, or they can click Get Started to automatically navigate to the first field to complete.
Your signer signs the document either by typing their signature or by signing with their finger, based on their device.
Your signer then clicks Finish & Submit Electronically at the top of the page, and is then taken back to the File Room. The sender (you) is notified the signature document is completed via email.
Your signer is presented with a Thank You screen, and you can now access the completed file in your Sertifi portal.
Signer Tools
When a signer views the signature form, they have the ability to perform the following actions:
Markup
If the signer selects Markup (
) from the right-hand navigation panel after they open the form, the signature form opens in the Markup pane. From here, the signer can apply highlights, strikethrough, and text boxes to the signature form by selecting the markup option from the top bar and highlighting the text in the contract they want to call attention to. Once they complete their edits, they can click Submit for Review, which places the signature form with changes to the File Room for review by the sender.
The sender is notified via email that a new comment was added to the Stream, and can open up the document for review.
Change the signer
Your signer can also choose to change the signer for the signature form by clicking Change the Signer(
) in the righthand navigation panel after they open the signature form. When they click Change the Signer, the Reassign this file screen appears. Here, the signer can enter the new email address, a message, and select if they want to receive a CC copy. Then, they can click Reassign and Send to send to the new signer.
Decline to sign
Your signer can choose to decline to sign the document by clicking Decline to Sign(
) in the righthand navigation panel after they open and review the form. When they click Decline to Sign, the decline screen appears. Here, the signer can enter any comments as to why they're declining, and then click Submit to notify the sender via email.
Download and print the signature document
Your signer can choose to download a printable version of the signature form after they open the form. When a signer clicks Printable Version (
), a pop up appears with a warning about PDF requirements. The signer clicks Download, and a PDF version of the signature document downloads to their machine.