Sertifi Support Site

To view your own files in the Sertifi portal, click the View Files tab or navigate to Home > View My Files.

From the All Files page, you can search by file name, by the signer's email, or for files created in a particular month or date range. Additionally, you can also search by file status, including:

If you’re looking for a specific file, you can search for a date for when the file was created, or within a date range. For example, if you need to clone payments for all bookings from May 1 to May 8, you’d enter these dates in the search field, and then click Search.

Additionally, you can enter a specific keyword if you know the file name contains the keyword (e.g. a venue name, a company, etc.), or search by the email of a recipient.

If you're a Power Admin or higher role, you can view all the files within a portal, regardless of file owner. To view all files, navigate to Home > View All Files.

From the All Files page, you can search by file name, by the signer's email, or for files created in a particular month or date range. You can also search by file status, including:

If you’re looking for a specific file, you can search for the date when the file was created, or within a date range. For example, if you need to clone payments for all bookings from May 1 to May 8, you’d enter these dates in the search field, and then click Search.

Additionally, you can enter a specific keyword if you know the file name contains the keyword (e.g. a venue name, a company, etc.) , or search by the email of a recipient.

You can review and export a list of the following information about the files in your portal:

You can export this information into an Excel spreadsheet by selecting either Current or All, and then clicking