eSignatures & Documents
Sending documents, data tags, file room management, and document troubleshooting.
- 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
- Signing Experience — Next Gen
- Download and print the signature document — Classic
- Decline to sign — Classic
- Markup — Classic
- Signer Experience — Classic
- Direct Bill Application — Classic
- Authorization Templates — Classic
- Signing Page Templates — Classic
- Signature and Authorization templates — Classic
- Sending Quotes for Signature with Salesforce Lightning — Classic
- Sending Quotes for Signature with Salesforce CPQ — Classic
- Send a Folder — Classic
- Send A Folder — Next Gen
- Review and Sign — Classic
- Re-Pushing Updated Folder Details to your PMS — Classic
- Adding a Participant Upload — Next Gen
- Participant Uploads — Next Gen
- Group Set Usage Example — Classic
- Participant Group Usage Example — Classic
- Term Definitions — Classic
- Participant Groups and Group Sets — Classic
- Group Set Usage Example — Next Gen
- Term Definitions — Next Gen
- Participant Group Usage Example — Next Gen