eForms vs. Document Library: What's the Difference? — Legacy

Sertifi offers two ways to send authorization forms. Here's how to tell them apart and when to use each one.

!	eForms are only available in Next Gen portals. If your portal uses the Classic interface, you will always be using Document Library forms.

	eForms	Document Library
What it is	A digital form built directly in the Sertifi platform.	A PDF or Word document uploaded to your Document Library.
How to send	Create New → Send Authorization eForm.	Create New → Send Authorization (no eForm label).
How signers see required fields	Guided form with clearly labeled fields. Date fields include a date picker.	Required fields are indicated by red boxes and tags. Date fields are manually typed.
Can you prefill fields?	Yes, before sending.	Yes, using the Prefill button.
What it produces	A completed eForm record.	A signed PDF document.

💳  Payments & Authorizations

Understanding payment settings, refunds, chargebacks, and common questions