Banks - Assigning Signatures to a Bank Account

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Digital Signatures Overview 




You can add up to two (2) signatures per bank account.

This guide will give you step by step instructions 

Step By Step

1. Click Portfolio then Banks. Select your bank.

2. Scroll to Accounts and select the Account Name 


The Signature settings are under Authorized Signatures


Select an existing signature 

1.. Click Select 

2. Select a signature.

Note: You can also search the signature name in the search box.

3. Click Select Signatures 


Signature will now be assigned to that account. 



1. Click Create 

2. Draw your Signature in the box. 


Pen Settings 


 Ink Color Black or Blue 

Erase parts of the signature 

 To delete the contents in the signature box 


3. Add a Name to your Signature then click Save 



Uploading a Signature 

Note: You will need to have a 

1. Click Actions then Upload Signatures 

2. Click Choose File. Then Name your signature. 


3. Click Save 

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