To set up signatures and approvals by User ID, please complete the following steps:

Add Users and Signatures

  1. Open the Security Maintenance window.
  1. Add a user by clicking Add/Modify User and entering the appropriate information in the User Signature Entry window. Users that are not approving the batches but are part of the workflow should be added with a zero Max. Authorized Amount and no signature.
  1. Add a signature to the user. You can also import a signature.

Email/ Text Notifications for Approvers

  1. In the User Signature Entry window, enter the user’s email address in the field provided.
  1. If the user would like to receive approval email notifications on their cell phone, enter the applicable cell phone number and SMS information (EX: 8886356762VERIZON) in the Text Phone Number field.

Setting Up Password and Signature Rules

  1. Back on the Mekorma MICR Security Setup window, choose the number of passwords you want by clicking on the When to Require Passwords drop-down. When the workflow is activated, the passwords become Approvers.
  1. Choose the number of signatures you want by clicking on the When to Print Signatures drop-down.
Last modified: March 31, 2020

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