Salesforce — Monitoring Authorization Status in Sertifi Classic

Overview

Once you have sent an eAuthorization, you can track its status directly in your Sertifi Classic portal. This article explains where to find authorizations, what each status means, and what to do when something does not look right.

Where to find authorizations

• Your own authorizations: From the dashboard, click View Files.
• All authorizations across all admins (Power Admin or Super Admin required): Click Home > View All Files. This is the only view that shows every authorization sent from the portal regardless of who sent it.

Authorization statuses

Status	What it means
Sent	The authorization has been sent and is waiting for the guest to complete it.
Opened	The guest has opened the authorization link but has not yet submitted.
Complete	The guest has submitted the authorization with card details.
Expired	The authorization link has expired. You will need to send a new one.
Declined	The guest declined to authorize. Contact the guest directly.

Cannot find an authorization

If a guest says they submitted but you cannot find it:

1. Go to Home > View All Files — not just your own view.
2. Search by the guest's email address or the file name.
3. If you are an Admin (not Power Admin or Super Admin), you can only see your own files. Ask a Power Admin or Super Admin to search for it.

Resending an authorization

1. Find the file in your portal.
2. Open it and go to File Maintenance.
3. Click Resend to send the guest a new invitation link.

Still need help?

Contact Sertifi Support at [e-mail] with the guest's email address and your portal name.