How Do I Add eAuthorizations or ePayments to My Existing Sertifi Portal?

Overview

Sertifi portals can be configured with different product combinations: eSignatures only, eAuthorizations (eAuth), ePayments (ePay), or all three. If your portal was set up with only one product and you need to add another, this is handled by your Sertifi Account Manager.

Signs you are missing a product

• The Send Authorization button or eAuth option does not appear on your dashboard
• The Create Payment option is missing
• Your View Folder dropdown only shows limited options

How to request an addition

Contact Sertifi Support and we will connect you with your Account Manager to discuss adding the feature to your contract. Please include your portal URL and which product you would like to add.

Contact us

Email [e-mail].