Assign a signature to an agent

This part of the guide explains how to assign a signature to an agent.

This functionality allows to assign a signature to each agent responsible for a type of document or a letter. The signature and the name of the agent are printed on the document or the letter.

Step 1 - Go to page List of Signatures

1. Go to the Administration module;
2. Choose the Rules/Configuration option;
3. Select the Letters/Reminders option;
4. Click the Signature menu. This action opens the List of Signatures page (509:15573);

Step 2 - Assigning a signature to an agent

5. Click the Create button. This action opens the Signature popup window;
6. Enter the signature name;
7. Click the Choose a file button and upload the signature;
8. Click the Save button. This action uploads the signature and updates the List of Signatures page (509:15573).