eSignatures (eSign) — Overview and How It Works

What is eSignature?

Sertifi eSignature allows your property to send contracts and documents for digital signature — no credit card details or payments required. Documents are prepared with Data Tags that tell Sertifi where signatures, initials, dates, and other fields should appear.

How it works

1. Upload a tagged document to your Document Library.
2. Create a file room and send the document to the signer(s).
3. Signers receive an email invitation and sign electronically.
4. Completed documents are stored securely and available for download.

What must be configured before eSign works

Setting	Where to find it	What's required
Sending Page Defaults	Administration > Account Settings > Sending Page Defaults	Configure signer levels. Enable Show Signature Documents and Show Reference Documents.
Document Library	Administration > Document Library	At least one tagged signature document must be uploaded.
Notification Settings	Administration > Account Settings > Account Settings	Configure who receives notifications after signing is complete.

Common issues

• Signer says they did not receive the email — Ask them to check spam. Go to the file room and click Resend Invitation.
• Signature fields are not appearing on the document — The document may not be tagged correctly. Check the Data Tags in the Document Editor.
• Signer completed but the file shows incomplete — Another signer level may still be pending. Check the file room for remaining signers.

Still need help?

Contact Sertifi Support at [e-mail] with your portal name and the file name.