Send an authorization form

If you use Sertifi eAuthorize, and you're a Sertifi Admin or higher, you can send credit card authorization forms to your customers. A file contains the authorization form, participant management, and all file maintenance activities. For more information, see File Maintenance.

Sending authorization forms

To send an authorization form to your customer, you must first send a file, and then add a payment authorization to the file:

1. Log in to your Sertifi portal.
2. Click Send File from the home screen, or click the Send File tab. The Create File screen opens.

3. Enter the following fields:
   • File Name - enter a unique name for the file. The file contains the signature and reference documents related to the deal.
   • 1st Level Signer(s)- enter the email addresses of the users you want to sign this file, or click My Address Book to add signers directly from the address book.
   • CC(Non-Signers) - enter the email addresses of the users that should receive a copy of the file.
   • Expiration Date - enter an expiration date for the file. If no expiration date is entered, the file will expire after 180 days. You must enter the date in ISO format: YYYY-MM-DD.
   • Message - enter the message you want to appear in the signing room.

4. Click Next.
5. Select the authorization document from the document library.
6. (Optional) Click Pre-fill Form to complete any fields.

7. Click Finish & Send. Your customer receives the authorization form to complete.