e-Signatures End-to-end Walkthrough — Classic

e-Signatures End-to-end Walkthrough

This module provides a deep dive into Sertifi’s e-Signatures tool, covering detailed workflows and best practices for success.

Tip

While we recommend watching the complete tutorial video, you can use the video player bar to skip between sections. The topics/chapters are listed below.

Topics Covered

• 00:30 – Introduction

• 01:56 – Creating an e-Signatures Folder

• 03:57 – Adding Signers/Participants

• 06:16 – Uploading a Signature Document

• 07:09 – Prefilling / Adding Locations

• 11:08 – Uploading a Reference Document

• 13:20 – Adding a Payment or Authorization

• 14:50 – Sending the Agreement

• 15:37 – Folder Status, Details, and Options

• 21:32 – Signing the Agreement (1st Participant Experience)

• 25:29 – Countersigning Options (2nd Participant Experience)

• 29:18 – Post-Signing Options