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Document Options — Classic

Julie Kirtley
Document Options

After uploading an authorization or reference document, you can view and update certain aspects of it.

SCR_ReferenceDoc.png

To view the document's ReferenceDocumentID as generated by the Sertifi API, click the blue arrow on the right, and then click API Details.

You can also perform the following actions on a reference document:

  • Replace the document

  • Rename the document

  • Delete the document

  • Change the document's share permissions to Share or Private. If the document is set to Share, then other users in your portal can attach it to the files they send for signature. If the document is set to Private, only you can send it.

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