Have an idea on how to make Sertifi better? Let us know!
We're always working to improve our product and we're eager to hear from you, our customers. Please use this portal to share your ideas for new features or general feedback about our platform. Feel free to browse others' suggestions as well and use the upvote button to let us know which features you think we should prioritize.
If you need immediate assistance, please reach out to your account team directly.
If you need immediate assistance, please reach out to your account team directly.
7
votes
Reassign folders to other admins
Would like to be able to change owner for a folder after it has been created
Under consideration
5
votes
Edit fields on Authorization forms
Would be great if we could customize the fields on cc authorization forms - for example we’d like to edit the options under authorized charges.
Done
4
votes
Ability to change/update login email
Under consideration
3
votes
Make folders confidential
Would like to mark specific folders and confidential and restrict access
Under consideration
2
votes
Additional document markup abilities
Would like to be able to approve or reject document markup from a signer
Under consideration
2
votes
Sort by event date
It would be great if we could add a field to each folder of the event date and then sort by that (instead of by most recently sent)
Under consideration
2
votes
Security Questions
You need to make requiring security questions from signers an option, rather than a requirement. Many people fail these questions time after time, and now we have ...
Done
2
votes
Payment Method
It would be great to have separate set of payment method mapping for Authorizations vs Payments that are interfaced to OPERA.
Under consideration
2
votes
Custom sending workflow defaults
Would like to create default settings to be used under certain situations. For example, I could select “HR Workflow” and it would automatically select a specific ...
Under consideration
1
votes
Adding multiple emails in a request
Be able to add multiple participant emails at one time instead of one at a time.
I send the same file to multiple people for signature. In the old version, a drop ...
Under consideration
1
votes
multiple doc uploads
it would be great if multiple documents can be uploaded for esign on each individual document. for my line of work some customer sites have multiple different ...
Done
0
votes
Change Log
a log of changes to portals visible by Master Users
Suggested by:
Julie
(13 Dec, '23)
•
Comments: 0
Under consideration