Integration and System Configuration
- How to Update or Remove Email Notification Recipients in Sertifi
- How Do I Run a Users or Admins Report for an Audit?
- How Do I Add eSign (Send Agreement) to a Portal That Only Has eAuth?
- Salesforce Lightning — Sertifi Documents Not Appearing in Files Folders
- My Report Is Showing Blank or Has No Data
- Payment Shows a Push Error or Wrong Confirmation Number in PMS
- How Do I Add eAuthorizations or ePayments to My Existing Sertifi Portal?
- My Delphi or Salesforce Real-Time Connection Has Stopped Working
- Can I Create a Direct Link or Embedded Form for Guests to Access Sertifi?
- How Do I Find Out Which Payment Processor My Portal Uses?
- What IP Addresses Should I Whitelist for Sertifi?
- How to Set Up Embedded Website Forms — Classic
- Salesforce — How to Update Notification and Email Settings — Classic
- Salesforce — How to Update Your Portal Logo and Branding — Classic
- Salesforce — Monitoring Authorization Status in Sertifi Classic
- Salesforce — Sending Documents in Salesforce Classic
- Salesforce — eConfirmations Overview and Setup — Classic
- Salesforce — How to Test Real Time Updates (RTU)
- Salesforce — Merge Fields Not Working
- Salesforce — Duplicate Entries in the Contact List
- Salesforce — Notes and Attachments Not Connecting to Bookings
- Salesforce — Cannot Type an Email Address into Contact Field
- Salesforce — "Can't Upload My File" (PDF or Tag Error)
- Salesforce — Accessing Other Admins' Bookings
- Salesforce Integration — Common Errors and How to Fix Them (Classic)
- Reconnect Sertifi/Delphi After a PMS Location Code Change
- How to Log In to Sertifi — Hilton