Sertifi Support Site

Auditor

A Sertifi Auditor is a one level above the Sertifi Admin. A Sertifi Auditor typically reviews all documents within the portal for signature and payment authorization and manages documents within the Document Library. A Sertifi Auditor can't send or sign documents, nor can they collect payment or authorizations. Auditors can perform the following functions in the Sertifi portal:

  • Update their user profile

  • Add/edit/remove contacts from the Address Book

  • Add/edit/remove signing documents, reference documents, and signature location templates

  • Add/edit/remove Admins and users from the portal

  • Search for documents by their FileID