How the Authorization Process Works for Signers (Next Gen) — Legacy

If you sent an eAuthorization form using a Next Gen portal, here is what your signers will experience when they receive the invitation email.

Step 1: Complete the Form

The signer opens the email and clicks Continue. They fill in all required fields on the authorization form, including any checkboxes. Once all required fields are complete, a green banner appears at the bottom of the page prompting them to proceed to the next step.

Step 2: Submit Credit Card Details

After completing the form, the signer is taken to a separate credit card submission screen. This step is intentionally separated from the form to make it clear that the form is complete and the credit card is a separate action.

!	If an error occurs during credit card submission, the completed form is still saved. Your property retains the signed form as a record of the guest's intent, even if the card submission step failed.

Step 3: Upload ID (if required)

If your portal requires an ID upload as an additional fraud prevention step, this will appear as the final step after the credit card is submitted. The signer can attach an image file (JPEG, PNG, PSD, or SVG).