1. Search for Assisted Setup and select the link that displays.
    Search for assisted setup wizard
  1. In the Assisted Setup page, find Mekorma Electronic Signatures under the Set up your company category, select to start the setup.
    Open Mekorma Electronic Signatures for assisted setup wizard
  1. ‘Mekorma Electronic Signatures’ welcome page.
    Assisted setup home page
  1. Signatures
    Upload your signature
  1. Threshold
    Add your threshold
  1. Bank Account
    Add or modify your bank account threshold
  1. Report Setup
    Set up your report selection layouts
  1. Click on finish to complete the setup.
    Complete your setup
Last modified: September 20, 2023

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