Scan An Electronic Signature

From Agency Systems Wiki
Jump to: navigation, search
Ic description black 24dp.png Newton User Guide: Forms
Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Electronic signatures can be saved to the operator or producer profile. The electronic signature can be placed at the bottom of selected ACORD forms, or on the client cash receipt.

Before you Begin

Access to edit the Producer Profile and add the signature requires the current operator to have Security System: Profiles -> Producer -> Edit access.

Ic info black 24dp.png See: Security System for more information.

An email signature is different than a scanned electronic signature. See: Email Signature for more information.

Process

  1. Sign a blank piece of paper with your signature, such as the back of a business card.
  2. Scan your signature and save the image file as a .JPG, .PNG, or .BMP, on your PC.
    If your scanner can only save as a .PDF file, use the Microsoft Snipping Tool to convert the scanned document to an image file.
  3. Log in to Newton by Agency Systems.
  4. From the Main Menu, select Setup -> Producer.
  5. Select Find.
  6. Select the desired producer number and select OK.
  7. Select the Forms Signature button at the bottom of the window.
  8. Select Browse and locate the image file you saved in step 2. Select it and select Open.
  9. The scanned image will be displayed.
  10. To select a specific region, left-click in the top left corner, but do not release the mouse click. Drag the mouse to the bottom right-hand corner, and release the mouse click.
    Profiles-producer-formssig-2.png
  11. If you need to make adjustments to the selected area, select Select Region and repeat the prior selection step above.
  12. Select the Accept button, then Save. Select Exit.

Setup-producers-formsig.gif