Getting Started
- Tracking file activity in Salesforce Lightning — Classic
- Tracking file activity in Salesforce Classic — Classic
- Tracking file activity — Classic
- How to Surcharge a Payment — Classic
- Surcharging — Classic
- Submitting an SFDC support ticket to Sertifi — Classic
Login & Account Access
- How to Clear Your Cache and Cookies — Legacy
- EID / Enterprise ID Issues — How to Fix a Disconnect — Legacy
- I'm Not Receiving the 2FA PIN Verification Email — Legacy
- Logging In with Single Sign-On (SSO) — Hyatt — Legacy
- Logging In with Single Sign-On (SSO) — Marriott — Legacy
- Logging In with Single Sign-On (SSO) — Hilton — Legacy
Account & User Management
- User — Classic
- Adding Contacts — Classic
- Updating the Address Book — Classic
- Upload a Profile Photo — Classic
- Update Contact Information — Classic
- Change Your Password — Classic
eAuthorizations
- Exporting the File List — Classic
- Viewing All Files — Classic
- Viewing your own files — Classic
- View eAuthorization Files — Classic
- Current Travel Company Authorization Providers — Classic
- How It Works — Classic
eSignatures & Documents
- Users with multiple portal access — Classic
- JIT Provisioning — Classic
- AOT Provisioning — Classic
- User Provisioning — Classic
- SSO Considerations for Existing Sertifi Customers — Classic
- Single Sign-on (SSO) — Classic
Payments & Credit Cards
- Sertifi ePayments and OPERA — Classic
- CVV Code Reference — Classic
- AVS Code Reference — Classic
- AVS in Unsupported Gateways — Classic
- AVS Status — Classic
- Sertifi and AVS — Classic
Integrations
- How Do Embedded Website Forms Work for Your Customers? — Classic
- What Are Embedded Website Forms? — Classic
- Sertifi Embedded Website Forms — Classic
- Data Tag Type Descriptions — Classic
- Sertifi Data Tags Quick Reference — Classic
- Related objects — Classic
System Status & Known Issues
Brand Guides — Hilton
- Steps — Hilton
- Hilton IT Crew / GAM Team — Hilton
- Support SOP: Hilton Salesforce Permissions — Hilton
- Recommended Macro — Hilton
- Delphi Volume Contracts — Hilton
- Pre-Ticket: Hilton Consideration (as of October 15, 2025) — Hilton
Brand Guides — Marriott
- Marriott O&T Transitions — Marriott
- Island Browser HAR Files — Marriott
- Final Review Before Pending the Ticket — Marriott
- Step 5: Submit to Downstream Teams — Marriott
- Step 4: Property Information Validation — Marriott
- Step 3: Marriott Domain Verification (Critical Step) — Marriott
Brand Guides — Hyatt & Other
- Hyatt Do Not Email & Reachout List — Hyatt
- Step 5: Verification of Completion — Hyatt
- Step 3: Check Whether the Location Has Envision — Hyatt
- Step 2: Verify Their Sertifi Portal Type — Hyatt
- Payment Rules — Hyatt
- Gateway Contact Reference — Hyatt