How the eSignatures Process Works — End to End

Overview

Here's what happens from the moment a document is sent for signature to when your team has a completed, signed copy.

Step 1 — Your team sends the document

1. A sales manager logs into the Sertifi portal.
2. They create a new folder and attach the signature document and any reference documents.
3. They add the signer's email address and send the request.

Step 2 — Signer receives a branded email

The signer receives an email with your property's logo and the sender's name. The email contains a 'Review & Complete' link. Signers do not need to create a Sertifi account to sign.

Step 3 — Signer reviews and signs

1. The signer clicks the link and is taken to the signing room.
2. They review the document and complete all required signature and data fields.
3. They click 'Finish & Submit Electronically.'

Step 4 — Signed document returned

Once all required signers have completed the document, Sertifi sends a copy of the fully signed document to the sender, all signers, and any CC'd recipients. The file is stored in your portal for your records.