How to Make Sure a Document Is Signed Before a Payment Is Submitted

Overview

Sertifi does not currently have a built-in setting to require a signature before a guest can submit payment — both can be completed independently within the same folder.

The recommended workaround

Send the signature document first in a separate folder. Once it is signed and returned, create a new folder with the payment request only and send it to the guest. This ensures signing must happen before payment is collected.