Sertifi Enabled Portal Settings

In addition to the account settings you can set as a Super Admin, you can also contact your Sertifi Customer Success Manager to enable more portal settings on your behalf. These portal settings can enable or disable additional functionality for anyone using your portal (www.sertifi.com/mysite).

If you want to enable or disable one of the following settings, contact your Customer Success Manager, or send an email to [email protected] stating what feature you want enabled or disabled.

Sertifi also recommends setting up your Account Settings for your portal. For more information, see Account Settings - Super Admin.

Setting	Description
Enable Bulk Send	Enables Super Admins to send multiple document requests at one time.
Enable Email Edit Feature	Gives Super Admins the ability to update and edit email templates.
Merge Documents/Consolidated Signing	Enables the ability to merge multiple signature documents sent in a file as one large document. When all signatures are received, then the file separates the documents back into individual documents.
Legacy Mode	Enables the ability to choose whether to Hide all (comments and Add Participants), Hide comments, or Hide Add Participants on the stream page in Sertifi.
Enable Payments	Enables the collection of payments if you have a payment gateway setup.
Enable Localization	Enables the ability to select the Default language the Sertifi portal appears in.
Max allowed super admins	Determines how many Sertifi Super Admins can have access to your portal. By default, this setting is 3. However, you can have 1+ Super Admins.
Domains that admins are limited to	Determines which email domains can create accounts for your portal. For instance, if you want to prohibit Gmail accounts from accessing your portal, you can add the @gmail.com domain to this list.
Use templates	Determines the use of email templates that send to your clients and CCs when documents are sent and received.
Domains we can send to on behalf of	Updates your notification emails to send from an email address of your choosing, rather than [email protected]. To fully enable this feature, you'll need access to your DNS server. For more information, see Send on behalf of.
Automatically deactivate admins	Deactivates admin accounts from your Sertifi Portal after 90 days of inactivity to enhance PCI compliance.