mySCA ArticlesSending Sertifi Documents for multiple Openings on Positions

Sending Sertifi Documents for multiple Openings on Positions

Describes how to send documents to multiple openings on a position.

Navigate to the position and click the button "Manage Sertifi Docs"

Navigate to the position and click the button "Manage Sertifi Docs"

Select the Openings to which you want to send documents

Select the Openings to which you want to send documents

NOTE:  Everyone selected will RECEIVE the same set of documents.  (Of course the contents of each doc will vay accordingly with the appropriate member and opening information.)

Create the Envelopes (Selection form records)

Create the Envelopes (Selection form records)

1) Select who will be the designated signer and will receive the email from Sertifi asking them to log in and sign the documents.

2) Decide which kinds of signatures are acceptable

   * Electronic means we will only accept "Electronic Signature"

   * Print sign fax allows the person to print out the document sign it and fax it back into Sertifi.  The option is helpful but can be problematic since each document needs to be sent back SEPARATELY.

   * Both allows Seritifi to accept either option.

3) Click "Create Envelope for Selected Openings"

The Envelope list then appears  and click "Next--> Add Documents to Envelopes"

The Envelope list then appears  and click "Next--> Add Documents to Envelopes"

Select the documents you want to add

Select the documents you want to add

The list of the documents in each Envelope (Selection Form) appears

NOTE:  Individual documents can be added or deleted from each Selection Form by clicking on "View Documents" and scrolling down to the Documents related lists.

Click "Invite Signers and Return to Position"

Click "Invite Signers and Return to Position"

This send the documents out to Sertifi using a batch process that runs every hour.  Once the documents are uploaded to Sertifi the signers are noted and invited to sign.  As the docouments are signed their stats in mySCA will be updated.

NOTE about changing the contents of an Envelop

1) Documents that already have been sign cannot be deleted

2) Use this button to add additional documents

3) If you are no longer using the "Mass Add" view you must first uplaod the envelope to Sertifi and then

4) Use this button to invite the signers which will complete the process.

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