View Files
If you're a Sertifi Admin+ you can view your own files in the Sertifi portal. If you're a Sertifi Power Admin+ you can view your own files, in addition to all files in the Sertifi portal, regardless of file owner.
This article contains the following sections:
Viewing your own files
To view your own files in the Sertifi portal, click the View Files tab or navigate to Home > View My Files.
From the My Files page, you can search for files you created in a particular month or date range, search by file name, or by the signer's email. Additionally, you can also search by file status, including:
- Show Active files
- Show Archived files
- Show Deleted files
If you’re looking for a specific file, you can enter a created date for the month or within a date range. For example, if you need to clone payments for all bookings from May 1 to May 8, you’d enter these dates in the search field, and then click Search.
Additionally, you can enter a specific keyword if you know the file name contains the keyword, or search by email of the payer, if you know it.
Viewing all files
If you're a Power Admin+ role, you can view all the files within a portal, regardless of file owner. To view all files, you must navigate to Home > View All Files.
From the All Files page, you can search for files created in a particular month or date range, search by file name, or by the signer's email. Additionally, you can also search by file status, including:
- Show Active files
- Show Archived files
- Show Deleted files
If you’re looking for a specific file, you can enter a created date for the month or within a date range. For example, if you need to clone payments for all bookings from May 1 to May 8, you’d enter these dates in the search field, and then click Search.
Additionally, you can enter a specific keyword if you know the file name contains the keyword, or search by email of the payer, if you know it.
Exporting the file list
The file list that appears shows the following information:
- File Name
- Owner email address
- First Signers' email address(es)
- Created on date and time
- Open file count
- Partially signed file count
- Signed file count
- Payments received count (for Sertifi ePayments or Sertifi eAuthorizations)
You can export this information into an Excel spreadsheet by selecting Current or All, and then clicking 
.
