Discover the process of internally signing the PDF in a customer record before sending the application to the customer.
To sign the PDF internally prior to sending the application to the customer, follow these steps:
- Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
- In the customer record, click the PDF Authoring tab at the top of the page.
- In PDF Authoring, scroll to the internal signature and click in the signature box to add a signature.
- Once the signature has been added to the PDF, click Save PDF.
To add an internal signature to a mapped PDF, refer to the article linked below:
Here is a short video that provides a clear explanation of the process mentioned above: