eSignatures & Documents
Sending documents, data tags, file room management, and document troubleshooting.
- My Document Is Blank or Won't Load — How to Request Regeneration
- I Can Only See eAuth — How Do I Get Access to eSign (Contracts)?
- I Can't Send Documents or eSignatures in Sertifi
- My Document Link Spins and Never Opens — What's Causing It?
- I Added a Document to an Existing File Room — Will the Guest Be Notified?
- I Can't Delete a File Room — I'm Getting an Error
- Signed Doc Confirmation Received But File Not in Portal
- How Do I Update the Logo on My CC Authorization Form?
- The Document Editor Isn't Showing Signature or Field Options
- Can I Add a Custom Field or Note to My CC Authorization Form?
- A Form Field Is Auto-Populating the Same Value on Every Line
- I Get an Error When Attaching a Document — What's Wrong with My File?
- I Get a 'Whoops! Something Went Wrong' Error When Opening a Signed Document
- Can I Change the Signature Style or Font on My Documents?
- How Do I Edit or Customize My CC Authorization Form?
- How Do I Upload a Custom Document or Contract to My Portal?
- I Can't Download My Signed Document
- How Do I Replace or Update a Form in My Document Library?
- How Do I Access an Archived or Expired Document?
- Can I Rename a File Room or Folder After It Has Been Sent?
- What File Types Does Sertifi Support for Documents?
- How Many Reminder Rules Can I Set Up?
- How to Set Up Reminder Notifications in Your Portal
- Do Reminder Rules Apply to Folders Sent Before the Rule Was Created?
- How to Set Signatures to Mouse-Sign Only
- How Can a Reviewer See a Document Before the Signer Signs?
- Can the Date Field Be Formatted as MM/DD/YYYY?
- Can I Add Data Fields to a Document Already in the Library?
- Can Senders Add a Custom Text Box to a Document?
- In-Person Signing Not Working on Microsoft Surface Pro