Creating a folder

  1. Select Events. The Events calendar page is displayed.
  2. Double click an event name. The Event details page is displayed
  3. Click Create Folder in the Sertifi eSignature Details section. The Create Folder page is displayed.
  4. Specify this information in the Create Folder section:
    Folder Name
    The name of the folder.
    Primary Signer Contact
    The name of the prime signatory.
    Sertifi User
    The user in SCS and Sertifi.
    Message to Signers
    A message description for the signer.
  5. Click Save.
    Note: After a folder is created, you can also use these options:
    • Add Document: A document is added to Sertifi for eSignature.
    • Add Participant: A participant is added to complete payments and eSign the documents.
    • Send Invites: A link is sent to invite a signer to the Sertifi folder that contains documents for eSignature and completion of payment.