Agency Signature Manager

How to create and manage agency signatures.

Users create and manage agency signatures from the Signature Manager. Agency signatures are accessible from the Signature Selector on the Certificate Editor and Template Editor pages.

The Signature Manager defaults to the Image View, but the user can toggle to the List View, if they prefer.

The user can edit, set default, activate or deactivate existing signatures. 

Edit: The user can change the name or the signature image associated with a signature. To change the image, clear the current signature and then upload a new one.

Set Default: The default signature (noted by a star) populates when a user within this agency or brokerage creates a certificate template or a certificate. 

Activate: Allows a user to activate an inactive signature. Active signatures can be selected from the Template Editor or Certificate Editor. Active signatures can be set as default.

Deactivate: Allows a user to deactivate an active signature. Inactive signatures cannot be selected from the Temple Editor or Certificate Editor. A default signature cannot be deactivated.

Users can also create new signatures. The + CREATE SIGNATURE will pop up a modal for the user to complete. The user must name their signature and then upload an image of the signature. The user can choose to make this signature the default by having the DEFAULT SIGNATURE box checked.

Once the user creates their signature, it will be available from the Signature Selector on the Certificate Editor and Template Editor.