- Documents awaiting signature/Signed documents
- Payments - for Sertifi Closing Pro + and Sertifi eAuthorize
- Participant management
- File maintenance activities
- File Details
To view the File Maintenance page, navigate to View Files from the home screen of the Sertifi portal. Navigate to your file, and then click on the file name.
Documents awaiting signature/Signed documents
When you access the File maintenance page, either your documents awaiting signature, or your signed documents appear at the top of the page.
You can see documents awaiting signature if the document hasn't been signed yet, or if you chose to invite signers to the document at a later time, than at file creation. When the documents are still awaiting signature, you have a few actions you can take on the document.
Click Prefill/Add Locations to either prefill forms on the document, or add Sertifi Intelligent Tags to it. For more information about adding Sertifi Intelligent Tags in the document editor, see Sertifi Intelligent Tags - Document Editor.
- If you pre-fill your form, and you used Sertifi Intelligent Tags to create your form, you might notice the email address of your first signer appearing in the Sertifi Intelligent Tags. This is a visual way for you to see which tags are reserved for each signer. The signer's email doesn't stay populated in the tag once you send for signature.
Click Remove Document to remove a document from the file. When you click Remove Document, a warning appears. Click OK to remove the document, or click Cancel.
Click Replace Document to replace the current document with a new one. When you click Replace Document, the Replace Document screen appears. Enter a title for the replacement, and then click Choose File. Navigate to the new document, select it, and then click Replace Document.
Click Expire Document to expire the document. When you click Expire Document, the document is expired and can no longer receive a signature. To undo this action, click Un-Expire.
You can also add documents in this section by clicking Add Documents. When you click Add Documents, your document library opens. When the document library opens, select or upload as many additional documents as you want to add to the file, and then click Done.
If a document is signed, the document appears at the top of the File Maintenance page, with the date and time the document received signature.
Payments
If you're using Sertifi Closing Pro+ or Sertifi eAuthorize, you see the Payments section on the File Maintenance window.
In the Payments section, you can see the due date of the payment and the payment status.
Click Add Payments to add an additional payment or authorization to the file. If you're using Sertifi Closing Pro+, enter a title and a payment amount, along with a due date. If you're using Sertifi eAuthorize, enter a title for the authorization.
Click Edit to change the payment amount in Sertifi Closing Pro+, or to change the title of the authorization in Sertifi eAuthorize.
Click Delete to delete the payment or authorization.
Participants
In the Participants section of the File Maintenance page, you can edit, remove, or invite participants to a file. You can also see their signer level, date and time they last visited the document, and the date and time of the last invite to the document.
Click Add Participant to add more participants to the file. The Add Participant window opens. Select a Signer Type from the dropdown, and then enter their email address. Click Submit to add the participant.
Click Edit to change the email address of any signers for the file.
Click Removee to remove a participant from the file.
If you only have one participant for the file, you can't remove them. Instead, update their email address by clicking Edit.
Click Invite to send an invitation to the participant via the Signing Room.
File Maintenance
In the File Maintenance section, you're presented with buttons to perform a variety of tasks on your file.
Click View Room to view the Signing Room for the file. From here, the Signing Room opens and you can see the status of your documents or authorization forms, along with any questions/comments in the stream.
Click Invite All to add a message to the Stream for your participants to see.
Click Delete File to delete the file.
Click Expire All to expire all documents, payments, or authorizations associated with the file.
Click File Activity to see a list of all the file activity. From here, you can either navigate back to the File Maintenance screen, or click Download Certificate to download a PDF certificate of all the file activity.
Click View Certificate to see the PDF certificate of the file activity.
Click Duplicate File to send a signature request to multiple users. Here the system creates a separate file and returns a separate PDF back for each user that signs. Enter the email addresses you want to add, and then click Create Files.
File Details
The File Details section provides additional information about the file. Click the plus sign to expand the file details and view the settings associated with the file. These settings are pulled directly from your default system settings, along with any other individual settings set by a super Admin.
