Prior to Configuring

This guide explains how to configure the signature portion of this solution. Please refer to Dynamics 365 Business Central documentation for configuration of the payment approval process or contact Mekorma Professional Services for assistance.

Prior to installing the electronic signature component there are several things that you should prepare:

• Ask these questions of your CFO to understand how to set up Mekorma Electronic Signatures:
  • 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

• Gather signatures from your approvers. The section How to Create a Digital Signature explains the guidelines for gathering and digitizing your signatures.