Sertifi Support Site

Adding Authorizations

To add an authorization to a file:

  1. Complete the workflow and fields necessary to send a folder until you reach the Configure Sending Options screen. See Send A Folder

    configure_sending.png
  2. Click Add Payments/Authorizations.

  3. The Payment/Authorization window will pop up. If the Payment Request Type is set to Payment, click Authorization to switch to the Authorization page.

    add_auth.png
  4. Enter your Authorization Name and then click Add Authorization.

  5. Your authorization will be included when your document is sent for signature.