Sertifi Support Site

After a document is signed, send email notifications to

Select who you want to receive signed notifications for a document. This field defaults to the recommended setting All. However, you can select the following groups from the dropdown:

Notify owner after each signature when multiple signatures are required

Select this box to notify the document sender of each received signature when a document requires multiple signers.

Include signed documents

Select how you want to include signed documents in emails to signers. This setting defaults to As Attachment. However, you can select from the following options:

Email new users to access site after documents are signed

Select this box if you want to send an email to the signer immediately after they sign the document. This will invite the signer to create a Sertifi account that gives them access to a personal signing room.

Send notification email when a user is Carbon Copied on a signature request

Select this box if you want those CC’ed on a document to receive a notification email, so that they can see the document before obtaining a signature. Otherwise, the CC’ed user will only be notified once the document is fully signed.

Automatically email additional signers when docs are ready for them

Select this box to automatically send a notification email to second-level signers once all of the first-level signers have submitted their signatures.

Notify CCs after each signature when multiple signatures are required

Select this box to send CC’ed users a notification email after each signature is collected.

Send return receipt notification to sender when signer accesses document

Select this box to notify the document sender that the document email was opened by the signer.

Emails to Carbon Copy when any signature request is sent (Note: this email will not be displayed on the create request page.)

Enter the email addresses of users you want to receive a carbon copy for all signature requests sent through the portal.

Change reply-to address for invite emails (Note: this currently goes to the senders email)

Enter an email address if you don’t want replies going to your initial sending email address.

Example: You send documents for signature from the email address [email protected], but would prefer to receive replies at [email protected].

Send payment notifications to

Select if you want payment notifications to get sent to the document Owner, Other Signers, and/or CCs.

Enable senders to upload Reference Documents

Select this box to enable senders to add reference documents (e.g. documents that will not be signed), like a lunch menu or meeting agenda.

Enable senders to duplicate files

Select this box to enable the sender to duplicate an already sent file to resend to other signers. For example, if you need to send 50 individual requests, you can send one, and then add the email addresses for the other 49 signers in your next attempt.

File password settings

Select when you want the signer to enter a password to access the document. This setting defaults to Before entering room.

You can choose from the following:

Time Zone

Select your time zone from the dropdown. This setting defaults to Central Time (US & Canada).

Payment visibility duration

Enter the number of days before you want to make a payment visible to signers.

Auto expire unsigned documents

Select the number of days from the dropdown when you want a document to automatically expire if it remains unsigned. This setting defaults to 180 days.

Reassign Signer Mode

Select the reassign behavior you want. Choose from the following:

This setting can also be disabled.

Add extra page with signature line for users who choose “Print, Sign, and Fax”

Select this box to add an extra page for signers who would prefer to print, sign, and fax the signed page back to you.

Decline Signature Mode

Select Disable so a signer can’t decline a signature request. Select One Document so if a signer declines to sign a document, only that document is decline. Or select All Documents (default setting) so if a signer declines to sign a document, all remaining unsigned documents for the signer get declined.

Enable senders to remove decline status

Select this box to enable your senders to remove the decline status in the Decline Signature mode on a per sending document basis.

Require login to view signed documents

Select this box to require the signer of a document to log into Sertifi to view the document.

Signer editable fields

Select a choice from the dropdown if you want to enable signers to edit a document. This setting defaults to Empty Fields Editable. Select from the following:

Enable PDF document security after document is signed (lock PDF)

Select this box to lock signed PDFs after receiving signature.

Allow Mouse Signature

Select either Enabled or Disabled for accepting mouse signature. You can also select Keyboard, Mouse, or Auto Detect to further restrict the type of signature you want. Auto Detect is recommended for touchscreens.

Display printable version link

Select this box to display a print-ready version of your sending document.

Display Exit Button

Select this box if you want to display an exit button for the signer to leave the signature room page.

Landing Page

Select from the dropdown to customize where the email invitation links point signers to. This setting defaults to Show.

Select from the following:

Redirect Callback Secret

Click Generate to create a secret to ensure the authenticity of the redirect source. Click Clear to remove the secret.

Hide Signing Instructions

Select this box to hide the signing instructions for the signer. It’s recommended to leave this box unchecked.

Enable Transparent Locations

Select this box to remove the opaque background behind the signing locations so the document content is visible underneath the signing locations.