Sending documents in Amadeus Sales & Event Management - Advanced

After you complete your installation and configuration of Sertifi for Amadeus Sales & Event Management - Advanced (formerly Delphi.fdc), you can send documents to your clients.

When you send out a document via Sertifi, you send the document in what's known as a Folder. A folder contains the signature document, reference document, and any payments added to the contract.

Try it out

Watch a video tutorial on sending documents with Sertifi for ePayments or eSignatures.

 

Sending documents

To send a document in Amadeus Sales & Event Management - Advanced:

  1. Log in to Amadeus Sales & Event Management - Advanced.
  2. Select the booking you're sending a contract out for.
  3. Click the Sertifi E-Sign button. The Sertifi Sending Wizard opens.
  4. Enter the following fields:
    • Email Invite Message - enter the message you want your signers to see in the email they receive.
    • Expiration Date - the date when you want the document to expire. Select a date from the date picker.
  5. Select how you want to add participants. Participants are the signers required to sign your document.
    • Click Add from Contact, click  and then select a participant from your Salesforce address book. OR
    • Click Add as Email Address to enter the email address of your participant not included in your Salesforce address book.
  6. Click Add Participant.

    7. create new booking record

  1. (Optional) Select the next level signer (from 2 - 10) from the dropdown, and enter in all the participants you need. You can add multiple participants at each signer level, so if you need two first-level signers, you can add them both as 1st signer.

If you add multiple signer levels to your folder, note that the second signer through tenth signer can't sign the document until the signer before them signs. For example, a second signer can't sign a document until all first signers sign and submit the document.

  1. (Optional) Select Carbon Copy from the dropdown to add a Carbon Copy recipient to the file.
  2. Click Next. The Add Documents and Add Payments page appears.
  3. Select from the following locations to add your signature document. Your signature document must be 4MB or smaller:
    • Hard Drive - browse on your machine to locate the signature document.
    • Salesforce Folder - select a document from your preexisting Salesforce folders.
    • Related Notes and Attachments - select a signing or reference document to provide more information to your signers.
  4. (Optional) Preview or Prefill your document. For more information, see Document Editor.
  5. (Optional) Add a Payment or Authorization by completing the following fields. Note that you only see this option if you use Sertifi ePayments (Closing Pro+) with Amadeus:
    • Description - add a title for the payment. This name is viewable by your clients.
    • Type - select Payment or Authorization.
    • Amount - enter the amount of the payment.
    • Date Due - enter the date the payment is due.
  6. (Optional) Click Add Payment.

    7. booking record with payments added

  1. (Optional) Repeat steps 10-11 to create multiple payments.
  2. Click Send for Signature. Your document is sent to your signers for signature.

Once your signer receives your signature document and signs it, the Sertifi E-Contact tab updates with the following information:

Sertifi eContracts list

  • File name – the name of the booking.
  • Created date – the date the client made the booking request.
  • Open – the number file rooms open with a document sent to a client.
  • Partially Signed – the number of documents partially signed.
  • Signed – the number of documents completely signed.
  • Unpaid –the number of unpaid payments for the booking.
  • Paid – the number of payments paid for the booking.
  • Authorized – the number of payments authorized for the booking. This column appears when you send a payment authorization.