How Do Embedded Website Forms Work for Your Customers?

Sertifi Embedded Website Forms allow your customers to access your signature forms from your website, email signature, or other application. The process starts when your customer will click on your property's specific embedded form link. This will take your customers to the following screen:

Your customers will then need to complete the required fields and click submit. The form fields will be combined to make up the File Name and can be searched via the search options on the File Maintenance page (see below). For this combination of fields, the File Name will look something like Customer1234567890Signature Form.

Once your customer clicks Submit, they will be taken to the signature document that has been set up, and they will then be able to complete the form. After they have completed the required form fields, they can click Finish & Submit Electronically.

After this step, the file will appear on the File Maintenance page as “Signed”, and you will be able to view the signed document the same way you can view signature documents sent through the portal.