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Sertifi Support Site

View eAuthorization Files

If you're a Sertifi Admin, or higher, you can view your own files in the Sertifi portal. If you're a Sertifi Power Admin, or higher, you can view your own files, in addition to all files in the Sertifi portal, regardless of file owner.

Viewing your own files

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

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

  • Active files

  • Archived files

  • Deleted Files

If you’re looking for a specific file, you can enter a created date for the month 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.

Viewing All Files

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, you must navigate to Home > View All Files.

SCR_ViewAllFiles.png

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

  • Active files

  • Archived files

  • Deleted files

If you’re looking for a specific file, you can enter a created date for the month 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.

Exporting the File List

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

  • File name

  • Owner email address

  • First Signers' email address(es)

  • Date and time of the file's creation

  • Count for how many times the file has been opened

  • Count for number of partially-signed files

  • Count for number of fully-signed files

  • Count for number of payments/authorizations received

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

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