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The Agency Signature Manager is a repository for the signatures referenced on various ACORD Forms. Here, you can learn how to create and manage your Agency Signature entries.
To access the Agency Signature Manager, under the Managers menu, click "Agency Signature".
This will bring you to the Agency Signature Manager.
Depending on a user's permissions, and the status of the Signature entry, a user can edit, set default, activate or deactivate an existing entry.
If the Agency Signature entry is set as default, the only option under the Actions menu will be Edit.
Edit: The user can edit fields associated with the Agency Signature entry.
For all other entries that are not set as default, a user will see the following additional options.
Deactivate: Allows a user to deactivate the Agency Signature entry. Inactive entries cannot be selected from the COI Temple Editor or Certificate Editor. This action will give the entry a new status of inactive, and it can be viewed again by utilizing the filters. A default entry cannot be deactivated.
Delete: Allows a user to delete the Agency Signature entry, completely removing it from Certificate Hero. This action will make the entry unable to view again.
Set Default: The default Agency Signature entry will populate first on the ACORD Form in the COI Template Editor and Certificate Editor.
To add a new Agency Signature, click the orange "+ Create Signature Signature" button.
This will bring you to the Agency Signature Creator. Here, you will give the signature an identifying name, and upload a copy of the digital signature.
The allowed file types for upload include .PNG, .JPG and .JPEG
If the Signature entry needs to be selected as the default Signature for the insured's certificates, click the "Default Signature" box.
Once the digital signature has been uploaded, a preview of the entry will display.
When you are ready to save the Agency Signature, click the blue "Save" button.
You will be returned to your Agency Signature manager and the new entry will appear within your list.
