Prior to Configuring Electronic Signatures

Prior to configuring Electronic Signatures, it is important to understand how you will implement your signature logic and the required personnel. There are several things that you should prepare:

• For each Checking account, who are the signers on the account?
• What amounts require 1 signature?
• What amounts require 2 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 2 handwritten signatures?

You can see how this information is used in the section Setting up Signature Thresholds.

Once you have answered these questions, gather signatures from your approvers. The section How to Create a Digital Signature explains the guidelines for gathering and digitizing your signatures.