Sertifi eSignature and ePayment Details

This section displays information related to sertifi eSignature and ePayment for a specific event. You can review details such as the name of the folder and sertifi ID.

You can use this section to:
  • Create a sertifi folder using the Create Folder option.
  • Add a document using the Add Document option.
  • Send a request for a payment using the Request Payment option.
    Note: A deposit must be scheduled to add a Sertifi payment request.
  • Add a participant to eSign using the Add Participant option.
  • Send an invite to a contact using the Send Invites option.
  • Delete a document, a request for payment, or added participant using the Delete option.
    Note: You can only delete a document and payment request for the event that is yet to be paid in the Sertifi portal.