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
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