Adding Authorization Documents to the Document Library — Classic

Adding Authorization Documents to the Document Library

To add an authorization document to your Document Library:

1. Log in to your Sertifi portal.

2. Navigate to Administration > Document Library.

   

3. Click Signature Documents. The Signature Documents screen opens.

4. Click Upload to add a signature document from your machine. A popup window opens.

5. Enter a title for the document.

6. Click Choose File to navigate to the document on your machine, and then select it.

7. Click Upload. You can now include the signature document in files you send to your clients.

   When you upload a signature document to the Document Library, the document is private by default, which means that only you can view it.