Adding Reference Documents to the Document Library — Classic

Adding Reference Documents to the Document Library

You can include reference documents in the folders that you send to your clients. Reference documents can include any support materials, like a set of instructions on how to complete the authorization form, or important information like venue maps or catering menus. Note that reference documents don't require a signature or authorization, but are most commonly used to supplement the authorization form in some way.

To add a reference document to your document library:

1. Login to your Sertifi portal.

2. Navigate to Administration > Document Library.

   

3. Click Reference Documents. The Reference Documents screen opens.

4. Click Upload to add a reference 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 reference document in files you send to your clients.

Caution

When you upload a reference document to the document library, the document is private by default, which means that only the person who uploaded the document can view it.