Account Settings - Super Admin

Select who you want to receive signed notifications for a document. This field defaults to the recommended setting All. However, you can select the following groups from the dropdown:

• None
• Signers & CCs
• Owners & CCs
• Owners & Signers
• CCs

Select this box to notify the document sender of each received signature when a document requires multiple signers.

Select how you want to include signed documents in an email to signers. This setting defaults to As Attachment. However, you can select from the following options:

• Do not include – the documents aren’t included with the email invitation.
• As attachment – the documents are included as an attachment.
• As link in message – the documents are included as a link in the email

Select this box if you want to send an email to the signer after they sign the document. This invites the signer to create a Sertifi account that gives them access to a personal signing room.

Select this box if you want those CC’ed on a document to receive a notification email, so they can see the document before obtaining a signature. Otherwise, the CC’ed user is notified once the document is fully signed.

Select this box to automatically send a second signer a notification email to sign once the first signer submits their signature.

Select this box to send the CC’ed user a notification email after each signature is collected.

Select this box to notify the document sender that the document email was opened by the signer.

Enter the email addresses of users you want to receive a carbon copy for all signature requests sent through the portal.

Enter an email address if you don’t want replies going to your initial sending email address.

Select this box to enable senders to add reference documents (non-signatures) like a lunch menu or meeting agenda.

Select this box to enable the sender to duplicate an already sent file to resend to other signers. For example, if you need to send 50 individual requests, you can send one, and then add the email addresses for the other 49 signers in your next attempt.

Select when you want the signer to enter a password to access the document. This setting defaults to Before entering room. You can choose from the following:

• None – no password is used for the signing room.
• When signing – a signer must enter a password when they sign the document.
• Before entering room – a signer must enter a password before they enter the room.
• Both – a signer must enter a password when they sign the document and when they enter the room.

Select your time zone from the dropdown. This setting defaults to Central Time (US & Canada).

Select the number of days from the dropdown when you want a document to automatically expire if it remains unsigned. This setting defaults to 180 days.

Select the reassign behavior you want. Choose from the following:

• Per Room - if a signer reassigns a document, all their documents in that room are also reassigned.
• Per Document - only the specific signature request for a document gets reassigned.

You can also disable this setting.

Select this box to add an extra page for signers to print, sign, and fax the signed page back to you.

Select Disable so a signer can’t decline a signature request. Select One Document so if a signer declines to sign a document, only that document is decline. Or select All Documents (default setting) so if a signer declines to sign a document, all remaining unsigned documents for the signer get declined.

Select this box to enable your senders to remove the decline status in the Decline Signature mode on a per sending document basis.

Select this box to require the signer of a document to log into Sertifi to view the document.

Select a choice from the dropdown if you want to enable signers to edit a document. This setting defaults to Empty Fields Editable. Select from the following:

• All Fields Editable - enables a signer to edit all fields on a signing document.
• Empty Fields Editable - enables a signer to edit any empty fields on a signing document.
• No Fields Editable - removes the ability for a signer to edit any fields on a signing document.

Select this box to lock signed PDFs after receiving signature.

Select either Enabled or Disabled for accepting mouse signature. You can also select Keyboard, Mouse, or Auto Detect to further restrict the type of signature you want. Auto Detect is recommended for touchscreens.

Select this box to display a print-ready version of your sending document.

Select this box if you want to display an exit button for the signer to leave the signature room page.

Select from the dropdown to customize where the email invitation links point signers to. This setting defaults to Show.

Select from the following:

• Show – the email invitation links take the signer directly to the room page.
• Skip – the email invitation links take the signer directly to the first available document or payment.
• Skip + Redirect – the email invitation links take the signer directly to the first available document or payment. After signature or payment is received, the signer is redirected to the Thank You page. This setting overrides the Display Exit Button and Go back to files page.

Click Generate to create a secret to ensure the authenticity of the redirect source. Click Clear to remove the secret.

Select this box to hide the signing instructions for the signer. It’s recommended to leave this box unchecked.