Prior to Configuring

This guide explains how to configure the signature portion of this solution. Please refer to Acumatica documentation for configuration of the payment approval maps or contact Mekorma Professional Services for assistance.

Prior to installing electronic signatures, there are several things that you should prepare:

• You will need to know the answers to these questions for a successful implementation of Mekorma Electronic Signatures:
  • For each checking account, who are the signers on the account?
  • What amounts require one signature?
  • What amounts require two signatures?
  • Is there an amount above which you want a handwritten signature rather than an electronic signature?
  • Is there an amount above which you want two handwritten signatures?
  • You can see how this information is used in the section Setting Up Thresholds
• Gather signatures. The section Creating a Digital Signature explains the guidelines for gathering and digitizing your signatures.