Sertifi Data Fields

You can use Sertifi Data Fields to add a variety of fields to your custom authorization forms or contracts to collect information from your signers and payers. You can collect things like signatures, initials, date, time, and payment information without manually updating your documents every time you send a request.

Try it out

Watch an overview on Data Fields:

Data fields are entered into your Word and PDF documents in a special format that's compatible with the Sertifi system. Sertifi reads the data fields you put in your document to create visual representations of these data fields that appear to your signers and payers.

You can also download a pre-made template with data fields already in place. Simply download, update with your information, and add to your Document Library in Sertifi. Download a template here: Signature and eAuthorization templates

Form Creation walk-throughs

Not sure where to get started on creating your custom documents to send with Sertifi? Use one of our walk-throughs to build your form creating experience.

  • Beginner form creation- start with an existing signature or eAuthorization form. These walk-throughs show you how to add the most basic data fields.
  • Intermediate form creation - build your knowledge on creating custom signature or eAuthorization forms. These walk-throughs show you how to add data fields, format data fields, and add radio buttons.
  • Advanced form creation - take it a step further on creating signature and eAuthorization forms from scratch. These walk-throughs show you how to create a custom form, add data fields, format data fields, add checkboxes or radio buttons, and dropdown menus, in addition to multiple signer levels.

Resources