Setting up Electronic Signatures
Setting up Electronic Signatures
Association-Specific Signatures
The Electronic Signatures function allows users to:
Specify who is authorized to sign checks per association.
Upload signatures for multiple signers.
Select the order in which multiple signatures are displayed on the check.
Determine the maximum signature amount per association.
To set up electronic signatures:
Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
Select Check Signature Type from the Drop Down List field.
Click New to add any applicable signature types (e.g., Board Member, Developer, Builder, Accounting Manager, etc.).
Click Save.
Navigate to any screen in CINC Accounting with association search capabilities, then search for and select the desired association.
From the Quick Navigation menu, click on the association’s name and select the Check Signature option to open the Electronic Check Signatures screen.
NOTE: The desired association may also be selected from the Electronic Check Signatures screen.
Select the number of signatures required for the specific association from the Number of Electronic Signatures Required dropdown.
Enter the Max Signature Amount for the specific association.
NOTE: The amount entered in the Max Signature Amount field will determine whether or not a signature will print on the check. If the check is written for more than the maximum amount, the check will print without a signature.
Enter the following information on the Electronic Check Signatures grid and click Save.
Signature Type: Select from the dropdown.
Signee: Enter the name of the person who signs the checks.
Signature Image: Click Upload to browse to and select the desired signature image.
NOTE: The signature must fit within the red box.
To adjust the size of the signature, use the Zoom In/Zoom Out buttons and click OK. Once a signature is uploaded, it may be viewed or changed from the Electronic Check Signatures screen.
To change an image, click on the Change icon and upload a new image.
To delete a signature, select the checkbox next to the applicable signature type and click Delete.
Print Order: Select the order in which the signature should display on the check.
Global Signatures
For management companies that use the same signature(s) across all associations, a global signature may also be created. From the Electronic Check Signatures screen, select All Associations from the association list and complete the same setup steps as listed above.
A Global Maximum Signature Amount must be specified on the Company Profile screen.
Select System > Company Profile. If you are using universal navigation, click Settings > General > Company Profile.
Enter an amount in the Max Signature Amount field.
Click Save.
NOTE: Global signature setups may be overridden by creating an association-specific signature.
