Review documents

When you access the Folder maintenance page, you'll see either your documents awaiting signature, or documents that have already been signed.

You can see documents awaiting signature if the document hasn't been signed yet or if you chose to invite signers to the document after it was initially sent. If the documents are still awaiting signature, there are a few actions you can take on the document:

Prefill/Add Locations either prefills forms on the document, or adds Sertifi Data Fields to it. For more information on Data Fields, refer to our guide.
Remove Document removes a document from the folder. When you click Remove Document, a warning appears. Click OK to remove the document, or click Cancel.
Replace Document replaces the current document with a new one. When you click Replace Document, the Replace Document screen appears. Enter a title for the replacement, and then click Choose File. Navigate to the new document, select it, and then click Replace Document.
Expire Document expires the document. When you click Expire Document, the document is expired and can no longer receive a signature. To undo this action, click Un-Expire.
Add Documents adds documents to the folder. When you click Add Documents, your document library opens. When the document library opens, select or upload as many additional documents as you want to add to the folder, and then click Done.
Expiration Date edits the expiration date and expiration time of the document, if the document is still awaiting signature. Click the pencil icon next to Expiration Date and update the date and time.

Note

If a document has already been signed, the document will appear at the top of the Folder Maintenance page, with the date and time that the document received the signatures.

Caution

Signed documents cannot be edited or replaced. If updates are needed, a new document must be sent for signature.