How to Handle Common Scenarios in Your Portal
How to Refund a Card That Has Expired
What do you do if you need to issue a refund but the card used for the original payment has since expired? While the refund cannot be issued through the original transaction, there is a workaround to ensure a refund is possible. Watch to learn how.
Managing User Access to the Portal
If you have users that will need to be removed from your Sertifi portal, either temporarily or permanently, the user’s account role will need to be updated. Watch to learn how to manage user accounts within your portal.
Rescheduling Events
If an event has been rescheduled for a contract that has already been signed, you will need to send a new document with newly updated date information. Watch this video for instructions.
Editing a Signer in the Portal
Whether a contract has been sent to an incorrect email address, or the person receiving the contract is no longer considered a signer, it is possible you will need to edit a signer on a contract after the document has already been sent. Watch to see how.
Editing a Signer in Sertifi in Delphi.fdc
Watch to see how to edit a Sertifi signer via its integration with Delphi.fdc. Whether a contract has been sent to an incorrect email address, or the person receiving the contract is no longer considered a signer, it is possible you will need to edit a signer on a contract after the document has already been sent.
Full Training Videos
To access full training videos for each Sertifi product, refer to the links below:
