Agency Signature Manager

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, click "Agency Signatures" under the Managers menu.

This will bring you to the Agency Signature Manager.

Each user can manage their own signature preferences. Depending on permissions and the entry's status, a user may edit, set a personal default, activate, or deactivate an existing signature.

If the Agency Signature has been set as the user’s default (through User Account Defaults), the only option available 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 update the entry to an inactive status, and it can be viewed again by using 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 render the entry inaccessible for viewing again.

To add a new Agency Signature, click the orange "+ Create Signature" button.

This will bring you to the Agency Signature Creator. Here, you will assign a unique name to the signature and upload a copy of the digital signature.

The allowed file types for upload include .PNG, .JPG, and .JPEG

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.