Getting Started
New to Sertifi? Start here — product overview, portal setup, and basic navigation.
- How to Schedule a Callback or Follow-Up with Sertifi Support
- I Need Immediate Help — Urgent Support Options
- The Bot Couldn't Help — How to Speak to a Live Agent
- How to Reach Sertifi Support — Phone, Email, and Live Chat
- What Is an 'Event' in the Sertifi Portal?
- Does Sertifi Support Digital Signatures?
- What Browsers Does Sertifi Support?
- Reviewing Document Status — Classic
- Cashier ID — Classic
- ACH Payment Method — Classic
- OHIP Configuration — Classic
- Reference Documents — Classic
- Signature Documents — Classic
- How to Create Accounts for New Users in Sertifi — Classic
- Create a new user — Next Gen
- How to Log In to Sertifi — Next Gen
- Document Library — Classic
- Product Basics | eSignature-Legacy
- Product Basics | Digital Authorizations (eAuthorizations)-Legacy